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

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

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 / Revenue62nd percentileNet Margin90th 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 Growth76th 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 Growth73rd 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 Pay81st 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0RICHARD J MARTINDALE
CompensationExplanation/CompensationExplanationGrp/PersonNm1WAYNE L JENKINS
CompensationExplanation/CompensationExplanationGrp/PersonNm2CARL T DEMPEWOLF
CompensationExplanation/CompensationExplanationGrp/PersonNm3JAMES C LILLY
CompensationExplanation/CompensationExplanationGrp/PersonNm4CYNDEE BURTON
CompensationExplanation/CompensationExplanationGrp/PersonNm5KYLE FULLER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BILLIE WILSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02708608050
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10P O BOX 77
IRS990EZ/BooksInCareOfDetail/USAddress/City0HENDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/State0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0424190077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043768
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052944
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013595
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09176
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043768
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052944
IRS990EZ/FundraisingGrossIncomeAmt011093
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06740
IRS990EZ/GrossReceiptsAmt025384
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0696
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043768
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052944
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043768
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052944
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD J MARTINDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAYNE L JENKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL T DEMPEWOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES C LILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CYNDEE BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KYLE FULLER
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05740
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08110
IRS990EZ/SpecialEventsNetIncomeLossAmt02983
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08098
IRS990EZ/TotalProgramServiceExpensesAmt06740
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
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09876
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt022208
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011789
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02983
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03529
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06512
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54000
IRS990ScheduleA/PublicSupportPY170Pct00.38870
IRS990ScheduleA/PublicSupportTotal170Amt037135
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010217
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037135
IRS990ScheduleA/TotalSupportAmt068771
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt02916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt02916
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010219
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010219
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08110
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0875
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0875
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04956
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011093
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0TRIVIA NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02983
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt096
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt096
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.