Civic Intelligence

Rotary Club of Forest Foundation Inc

EIN 06-1710267 • 501(c)3 • Forest, VA

Profile

Community outreach in forest virginia

P O Box 2411Forest, VA 24551
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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

88th percentile

62%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$67,647

Up $25,880 (+62%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$67,647

Up $25,880 (+62%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin81st percentile

Revenue

Up

$86,114

Up $9,485 (+12%) from 2023

Expenses

Down

$60,234

Down $36,626 (-38%) from 2023

Net Income

Up

$25,880

Up $46,111 (+228%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2020: $35,600Liabilities 2020: $0Net Assets 2020: $35,6002020Assets 2021: $42,758Liabilities 2021: $0Net Assets 2021: $42,7582021Assets 2022: $52,815Liabilities 2022: $0Net Assets 2022: $52,8152022Assets 2023: $41,767Liabilities 2023: $0Net Assets 2023: $41,7672023Assets 2024: $67,647Liabilities 2024: $0Net Assets 2024: $67,6472024

Highlighted filing

2024

Assets$67,647
Liabilities$0
Net Assets$67,647
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2020: $52,970Expenses 2020: $36,644Net Income 2020: $16,3262020Revenue 2021: $42,556Expenses 2021: $35,398Net Income 2021: $7,1582021Revenue 2022: $75,323Expenses 2022: $65,266Net Income 2022: $10,0572022Revenue 2023: $76,629Expenses 2023: $96,860Net Income 2023: -$20,2312023Revenue 2024: $86,114Expenses 2024: $60,234Net Income 2024: $25,8802024

Highlighted filing

2024

Revenue$86,114
Expenses$60,234
Net Income$25,880
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,647
Liabilities
$0
Net assets
$67,647
Revenue
$86,114
Expenses
$60,234
Net income
$25,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$86.1$60.2$25.9
2023Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$76.6$96.9$20.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$0.00$52.8$75.3$65.3$10.1
2021Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$42.6$35.4$7.16
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$35.6$0.00$35.6$53.0$36.6$16.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 4, 2025
Return Version
2023v6.0
Gross Receipts
$91,754
Mission and Program Overview

Mission

Community outreach in forest va

Community outreach in forest virginia

Program Services

DescriptionGrantsExpenses
PROVIDED SUPPORT TO BEDFORD COUNTY VIRGINIA FOR CONSTRUCTION OF PLAYGROUND EQUIPMENT.-$39,557
PROVIDED SUPPORT TO OTHER NOT FOR PROFIT ORGANIZATIONS IN THE AREA-$20,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL GOETZPresident-$0--
DEBORAH CEBRYSecretary-$0--
MANNY SCHABRLDirector-$0--
SHARON STITELERDirector-$0--
KATHY OSWALDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Forest Foundation Inc
EIN
06-1710267
Address
P O BOX 2411, FOREST, VA 24551

Signing Officer

Name
Kathy Oswald
Title
Treasurer
Phone
4348269497
Signed
2025-02-04
Discuss with paid preparer
No

Preparer

Firm
Ward Dean Tax Service
Address
3205 DOWNING DR, Lynchburg, VA 24503
Preparer
Ward Dean
Phone
4348414357
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity PURCHASE/INSTALL PLAYGROUND EQUIPMENT FOR BEDFORD Grantee BEDFORD COUNTY VIRGINIA Street 122 EAST MAIN ST City, State, Zip BEDFORD, VA 24523Relationship NONE Amount 29,290Activity SUPPORT TO OTHER AREA NON-PROFIT ORGANIZATIONS Grantee VARIOUS Street VARIOUS City, State, Zip FOREST, VA 24551Relationship NONE Amount 30,269”

Description of other assets Part II line 24

“Category Beginning of Year End of YearFLAG INVENTORY 6,075 1,475”

Raw XML Appendix160 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/BooksInCareOfDetail/PhoneNum04348269497
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024551
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035692
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066172
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt085074
IRS990EZ/CostOfGoodsSoldAmt04600
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025880
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GamingGrossIncomeAmt02080
IRS990EZ/GrantsAndSimilarAmountsPaidAmt059559
IRS990EZ/GrossReceiptsAmt091754
IRS990EZ/GrossSalesOfInventoryAmt04600
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041767
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL GOETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH CEBRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANNY SCHABRL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON STITELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY OSWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06075
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01475
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY OUTREACH IN FOREST VIRGINIA
IRS990EZ/PrintingPublicationsPostageAmt0325
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SUPPORT TO BEDFORD COUNTY VIRGINIA FOR CONSTRUCTION OF PLAYGROUND EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED SUPPORT TO OTHER NOT FOR PROFIT ORGANIZATIONS IN THE AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039557
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01040
IRS990EZ/SpecialEventsNetIncomeLossAmt01040
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060234
IRS990EZ/TotalProgramServiceExpensesAmt059557
IRS990EZ/TotalRevenueAmt086114
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt085074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt076722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040501
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0319318
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05640
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt093
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt08792
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt02055
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt016580
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0335898
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090714
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050490
IRS990ScheduleA/Total509Grp/TotalAmt0335898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090714
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt042556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050490
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0335898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity PURCHASE/INSTALL PLAYGROUND EQUIPMENT FOR BEDFORD Grantee BEDFORD COUNTY VIRGINIA Street 122 EAST MAIN ST City, State, Zip BEDFORD, VA 24523Relationship NONE Amount 29,290Activity SUPPORT TO OTHER AREA NON-PROFIT ORGANIZATIONS Grantee VARIOUS Street VARIOUS City, State, Zip FOREST, VA 24551Relationship NONE Amount 30,269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFLAG INVENTORY 6,075 1,475
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY OSWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04348269497
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF FOREST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0061710267
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2411
ReturnHeader/Filer/USAddress/CityNm0FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024551
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024503
ReturnHeader/PreparerPersonGrp/PhoneNum04348414357
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WARD DEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-04T15:56:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits