Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Olentangy Rotary Foundation C/O Joseph P Schaefer
990EZ • Fiscal year 2017 • EIN 20-1059985
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
Balance Sheet
Assets
Down$60,893
Down $1,678 (-2.7%) from 2016
Net Assets
Down$60,893
Down $1,678 (-2.7%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$12,050
Down $1,279 (-9.6%) from 2016
Expenses
Down$13,728
Down $6,843 (-33%) from 2016
Net Income
Up-$1,678
Up $5,564 (+77%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Oct 29, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $12,050
Mission and Program Overview
Mission
To provide support for local, national and international humanitarian programs and projects and relief efforts and to provide scholarship funds to college bound students.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORT OF LOCAL, NATIONAL AND INTERNATIONAL RELIEF PROJECTS AND CHARITIES | - | $8,467 |
| PROVIDING SCHOLARSHIP FUNDS TO GRADUATING HIGH SCHOOL SENIORS AND COLLEGE FRESHMAN AS RECOMMENDED BY THE SCHOLARSHIP COMMITTEE | - | $4,000 |
| CONTRIBUTIONS TO THE ROTARY INTERNATIONAL FOUNDATION TO PROVIDE FUNDS FOR RELIEF AND NATIONAL AND INTERNATIONAL HUMANITARIAN PROJECTS | - | $1,175 |
| SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN JORDAN | Treasurer | - | $0 | - | - |
| J D ARCHER | President | - | $0 | - | - |
| BRYAN LANE | Secretary | - | $0 | - | - |
| SUZANNE BINAU | Vice Preside | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Olentangy Rotary Foundation
- EIN
- 20-1059985
- Phone
- 6148854900
- Address
- 7965 N HIGH ST SUITE 350, COLUMBUS, OH 43235-8446
Signing Officer
- Name
- J D Archer
- Title
- President
- Phone
- 6148854900
- Signed
- 2017-10-29
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Schaefer & Associates Inc Cpas
- Address
- 7965 NORTH HIGH ST STE 350, COLUMBUS, OH 43235-8446
- Preparer
- Joseph P Schaefer CPA
- Phone
- 6148854900
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses college scholarship funds 4,000 people in need 4,365 rotary international foun 1,175 olentangy local schools 1,000 el salvador eye care proj 2,102 first responders 800 willow ridge therapeutic 200 foundation fees 50 tax processing fees 36 total 13,728”
Form 990-ez, Part II, Line 24
“Pledges receivable 10,000 7,650 total 10,000 7,650”
Form 990-ez, Part III
“To provide support for local, national and international humanitarian programs and projects and relief efforts and to provide scholarship funds to college bound students.”
Form 990-ez, Part III, Line 31
“Sponsorship of international student exchange programs”
Raw XML Appendix150 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7409199723 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | POWELL |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43065 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 52571 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 53243 |
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| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1678 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 60893 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12050 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 62571 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 60893 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 62571 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 60893 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SUZANNE BINAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7650 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 13728 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SUPPORT FOR LOCAL, NATIONAL AND INTERNATIONAL HUMANITARIAN PROGRAMS AND PROJECTS AND RELIEF EFFORTS AND TO PROVIDE SCHOLARSHIP FUNDS TO COLLEGE BOUND STUDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDING SCHOLARSHIP FUNDS TO GRADUATING HIGH SCHOOL SENIORS AND COLLEGE FRESHMAN AS RECOMMENDED BY THE SCHOLARSHIP COMMITTEE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SUPPORT OF LOCAL, NATIONAL AND INTERNATIONAL RELIEF PROJECTS AND CHARITIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | CONTRIBUTIONS TO THE ROTARY INTERNATIONAL FOUNDATION TO PROVIDE FUNDS FOR RELIEF AND NATIONAL AND INTERNATIONAL HUMANITARIAN PROJECTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 4000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 8467 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 1175 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 13728 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 13642 |
| IRS990EZ/TotalRevenueAmt | 0 | 12050 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OLENTANGYROTARY.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 12046 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 13324 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 21823 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29281 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 23666 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 100140 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 4 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 5 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 8 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 27 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 100167 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 12050 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 13329 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 21828 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 29286 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 23674 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 100167 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 12050 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 13329 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 21828 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 29286 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 23674 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 100167 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES COLLEGE SCHOLARSHIP FUNDS 4,000 PEOPLE IN NEED 4,365 ROTARY INTERNATIONAL FOUN 1,175 OLENTANGY LOCAL SCHOOLS 1,000 EL SALVADOR EYE CARE PROJ 2,102 FIRST RESPONDERS 800 WILLOW RIDGE THERAPEUTIC 200 FOUNDATION FEES 50 TAX PROCESSING FEES 36 TOTAL 13,728 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PLEDGES RECEIVABLE 10,000 7,650 TOTAL 10,000 7,650 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO PROVIDE SUPPORT FOR LOCAL, NATIONAL AND INTERNATIONAL HUMANITARIAN PROGRAMS AND PROJECTS AND RELIEF EFFORTS AND TO PROVIDE SCHOLARSHIP FUNDS TO COLLEGE BOUND STUDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | J D ARCHER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6148854900 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-10-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OLENTANGY ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O JOSEPH P SCHAEFER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OLEN |
| ReturnHeader/Filer/EIN | 0 | 201059985 |
| ReturnHeader/Filer/PhoneNum | 0 | 6148854900 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7965 N HIGH ST SUITE 350 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | COLUMBUS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 432358446 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 80DEFA12D72BA1A96B360AE64D4D2915EF3C527E |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 80DEFA12D72BA1A96B360AE64D4D2915EF3C527E |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 311447315 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHAEFER & ASSOCIATES INC CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7965 NORTH HIGH ST STE 350 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | COLUMBUS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 432358446 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6148854900 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH P SCHAEFER CPA |
| ReturnHeader/ReturnTs | 0 | 2017-10-29T14:22:41-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $60,893
- Liabilities
- -
- Net assets
- $60,893
- Revenue
- $12,050
- Expenses
- $13,728
- Net income
- -$1,678