Civic Intelligence

Henderson Rotary Charitable Trust Inc.

EIN 61-1169888 • 501(c)3 • Henderson, KY, United States

Pub. 78 Eligible990-N Coverage

Profile

Development of the youth of the community including scholarships and student loans and other useful civic and charitable activities.

P O Box 77Henderson, KY 42419-0077United States

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2014

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$52,944

Up $9,176 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$52,944

Up $9,176 (+21%) from 2013

Operations
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$17,274

Up $3,182 (+23%) from 2013

Expenses

Down

$8,098

Down $38,134 (-82%) from 2013

Net Income

Up

$9,176

Up $41,316 (+129%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $291,721Liabilities 2011: $02011Assets 2012: $75,908Liabilities 2012: $0Net Assets 2012: $75,9082012Assets 2013: $43,768Liabilities 2013: $0Net Assets 2013: $43,7682013Assets 2014: $52,944Liabilities 2014: $0Net Assets 2014: $52,9442014

Highlighted filing

2014

Assets$52,944
Liabilities$0
Net Assets$52,944
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $8,635Expenses 2011: $13,262Net Income 2011: -$4,6272011Revenue 2012: $41,419Expenses 2012: $256,469Net Income 2012: -$215,0502012Revenue 2013: $14,092Expenses 2013: $46,232Net Income 2013: -$32,1402013Revenue 2014: $17,274Expenses 2014: $8,098Net Income 2014: $9,1762014

Highlighted filing

2014

Revenue$17,274
Expenses$8,098
Net Income$9,176
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,944
Liabilities
$0
Net assets
$52,944
Revenue
$17,274
Expenses
$8,098
Net income
$9,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.17$0.08$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.14$0.46$0.32
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.41$2.56$2.15
2011Summary only. Only limited summary data is available for this year.$2.92$0.00$0.09$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 28, 2014
Return Version
2013v3.1
Gross Receipts
$25,384
Mission and Program Overview

Mission

Development of the youth of the community including scholarships and student loans and other useful civic and charitable activities.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR AREA NEEDY AND DESERVING STUDENTS. 3 INDIVIDUALS RECEIVED A 1,000 SCHOLARSHIP EACH TO ATTEND KENTUCKY INSTITUTIONS OF HIGHER EDUCATION.$3,000$5,740
SUPPORT OF CHARITABLE ORGANIZATIONS IN THE HENDERSON COMMUNITY$1,000$1,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J MARTINDALEPresident-$0--
WAYNE L JENKINSSecretary-$0--
CARL T DEMPEWOLFDirector-$0--
JAMES C LILLYTreasurer-$0--
CYNDEE BURTONDirector-$0--
KYLE FULLERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,312$11,093$683$10,410
Total Events$21,312$11,093$8,110$2,983
Filing and Contact Details

Filer

EIN
61-1169888
Phone
2708608050

Signing Officer

Name
Richard J Martindale
Title
President
Phone
2708608050
Signed
2014-07-28
Discuss with paid preparer
Yes

Preparer

Preparer
Nick V Whelan
Phone
2708264474
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotaract 2,740 p o box 77 henderson ky 42419-0077”

Form 990-ez, Part I, Line 16

“Expenses office expense 1,008 total 1,008”

Form 990-ez, Part III

“Development of the youth of the community including scholarships and student loans and other useful civic and charitable activities.”

Raw XML Appendix177 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm2CARL T DEMPEWOLF
CompensationExplanation/CompensationExplanationGrp/PersonNm3JAMES C LILLY
CompensationExplanation/CompensationExplanationGrp/PersonNm4CYNDEE BURTON
CompensationExplanation/CompensationExplanationGrp/PersonNm5KYLE FULLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01008
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOPMENT OF THE YOUTH OF THE COMMUNITY INCLUDING SCHOLARSHIPS AND STUDENT LOANS AND OTHER USEFUL CIVIC AND CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR AREA NEEDY AND DESERVING STUDENTS. 3 INDIVIDUALS RECEIVED A 1,000 SCHOLARSHIP EACH TO ATTEND KENTUCKY INSTITUTIONS OF HIGHER EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF CHARITABLE ORGANIZATIONS IN THE HENDERSON COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05740
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt02983
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt08098
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IRS990EZ/TotalRevenueAmt017274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0SPECIAL EVENTS 6,512
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0696
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IRS990ScheduleA/PublicSupportCY170Pct00.54000
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IRS990ScheduleA/TotalSupportAmt068771
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01500
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010219
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08110
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0875
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04956
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011093
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0TRIVIA NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02983
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt096
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0683
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0683
IRS990ScheduleG/StatesWhereGamingConductedCd0KY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARACT 2,740 P O BOX 77 HENDERSON KY 42419-0077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 1,008 TOTAL 1,008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEVELOPMENT OF THE YOUTH OF THE COMMUNITY INCLUDING SCHOLARSHIPS AND STUDENT LOANS AND OTHER USEFUL CIVIC AND CHARITABLE ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J MARTINDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02708608050
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10HENDERSON ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HEND
ReturnHeader/Filer/EIN0611169888
ReturnHeader/Filer/PhoneNum02708608050
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 77
ReturnHeader/Filer/USAddress/City0HENDERSON
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode0424190077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0370818432
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KEMPER CPA GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 676
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HENDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0424190676
ReturnHeader/PreparerPersonGrp/PhoneNum02708264474
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK V WHELAN
ReturnHeader/ReturnTs02014-08-13T08:00:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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