Civic Intelligence

West Point Rotary Club

990EZ • Fiscal year 2014 • EIN 64-6025826

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
PO Box 1082West Point, MS 39773

(662) 295-7450

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

60th percentile

7.3%

Higher net margin than 60% 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

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$19,635

Up $3,238 (+20%) from 2013

Net Assets

$19,635

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$44,516

Up $4,772 (+12%) from 2013

Expenses

Down

$41,278

Down $2,302 (-5.3%) from 2013

Net Income

Up

$3,238

Up $7,074 (+184%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$30K$20K$10K$0Assets 2011: $22,793Liabilities 2011: $02011Assets 2012: $20,233Liabilities 2012: $02012Assets 2013: $16,397Liabilities 2013: $02013Assets 2014: $19,635Liabilities 2014: $0Net Assets 2014: $19,6352014Assets 2015: $24,798Liabilities 2015: $0Net Assets 2015: $24,7982015Assets 2016: $26,526Liabilities 2016: $0Net Assets 2016: $26,5262016Assets 2017: $24,096Liabilities 2017: $0Net Assets 2017: $24,0962017Assets 2018: $20,413Liabilities 2018: $0Net Assets 2018: $20,4132018Assets 2019: $16,967Liabilities 2019: $0Net Assets 2019: $16,9672019Assets 2020: $16,266Liabilities 2020: $0Net Assets 2020: $16,2662020

Highlighted filing

2014

Assets$19,635
Liabilities$0
Net Assets$19,635
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $40,943Expenses 2011: $39,270Net Income 2011: $1,6732011Revenue 2012: $36,577Expenses 2012: $39,137Net Income 2012: -$2,5602012Revenue 2013: $39,744Expenses 2013: $43,580Net Income 2013: -$3,8362013Revenue 2014: $44,516Expenses 2014: $41,278Net Income 2014: $3,2382014Revenue 2015: $46,028Expenses 2015: $40,865Net Income 2015: $5,1632015Revenue 2016: $49,238Expenses 2016: $47,510Net Income 2016: $1,7282016Revenue 2017: $41,627Expenses 2017: $44,057Net Income 2017: -$2,4302017Revenue 2018: $45,940Expenses 2018: $49,623Net Income 2018: -$3,6832018Revenue 2019: $33,059Expenses 2019: $36,505Net Income 2019: -$3,4462019Revenue 2020: $22,677Expenses 2020: $23,378Net Income 2020: -$7012020

Highlighted filing

2014

Revenue$44,516
Expenses$41,278
Net Income$3,238
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$44,516
Mission and Program Overview

Mission

The main objective of rotary is service - in the community, in the workplace, and throughout the world. These services include, but are not limited to, educational opportunities, local schools, area youth, poverty, the environment and violence.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS, AWARDS, AND DONATIONS TO AREA YOUTH AND YOUTH/STUDENT ORGANIZATIONS-$5,986
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMEY BALLARDPresident-$0--
AMY G BERRYVice Preside-$0--
BOB SEITZTreasurer-$0--
JENNIFER SWOOPESecretary-$0--
ROBERT HARRELLSgt-At-Arms-$0--
Filing and Contact Details

Filer

EIN
64-6025826

Signing Officer

Name
Jamey Ballard
Title
President
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Robin Y Mccormick CPA
Phone
6624945732
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses plaques & awards 750 bank charges 132 dues 6,924 meals 27,267 scholarships/awards-youth 5,986 total 41,059”

Form 990-ez, Part III

“The main objective of rotary is service - in the community, in the workplace, and throughout the world. These services include, but are not limited to, educational opportunities, local schools, area youth, poverty, the environment and violence.”

Raw XML Appendix105 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/PersonNm0JAMEY BALLARD
CompensationExplanation/CompensationExplanationGrp/PersonNm1AMY G BERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm2BOB SEITZ
CompensationExplanation/CompensationExplanationGrp/PersonNm3JENNIFER SWOOPE
CompensationExplanation/CompensationExplanationGrp/PersonNm4ROBERT HARRELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BOB SEITZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06622957450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1068 HICKORY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0WEST POINT
IRS990EZ/BooksInCareOfDetail/USAddress/State0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode039773
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016397
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019635
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044498
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03238
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016397
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019635
IRS990EZ/GrossReceiptsAmt044516
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016397
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019635
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016397
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMEY BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY G BERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB SEITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER SWOOPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT HARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SGT-AT-ARMS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041059
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, EDUCATIONAL OPPORTUNITIES, LOCAL SCHOOLS, AREA YOUTH, POVERTY, THE ENVIRONMENT AND VIOLENCE.
IRS990EZ/PrintingPublicationsPostageAmt0219
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS, AWARDS, AND DONATIONS TO AREA YOUTH AND YOUTH/STUDENT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05986
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041278
IRS990EZ/TotalProgramServiceExpensesAmt05986
IRS990EZ/TotalRevenueAmt044516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PLAQUES & AWARDS 750 BANK CHARGES 132 DUES 6,924 MEALS 27,267 SCHOLARSHIPS/AWARDS-YOUTH 5,986 TOTAL 41,059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MAIN OBJECTIVE OF ROTARY IS SERVICE - IN THE COMMUNITY, IN THE WORKPLACE, AND THROUGHOUT THE WORLD. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, EDUCATIONAL OPPORTUNITIES, LOCAL SCHOOLS, AREA YOUTH, POVERTY, THE ENVIRONMENT AND VIOLENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMEY BALLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10WEST POINT ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0646025826
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1082
ReturnHeader/Filer/USAddress/City0WEST POINT
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode039773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640394922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WATKINS WARD AND STAFFORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0397731216
ReturnHeader/PreparerPersonGrp/PhoneNum06624945732
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBIN Y MCCORMICK CPA
ReturnHeader/ReturnTs02014-11-14T16:07:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$19,635
Liabilities
$0
Net assets
$19,635
Revenue
$44,516
Expenses
$41,278
Net income
$3,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$22.7$23.4$0.70
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$33.1$36.5$3.45
2018Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$45.9$49.6$3.68
2017Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$41.6$44.1$2.43
2016Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$49.2$47.5$1.73
2015Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$46.0$40.9$5.16
2014Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$44.5$41.3$3.24
2013Summary only. Only limited summary data is available for this year.$16.4$0.00$39.7$43.6$3.84
2012Summary only. Only limited summary data is available for this year.$20.2$0.00$36.6$39.1$2.56
2011Summary only. Only limited summary data is available for this year.$22.8$0.00$40.9$39.3$1.67