Civic Intelligence

Olentangy Rotary Foundation C/O Joseph P Schaefer

990EZ • Fiscal year 2019 • EIN 20-1059985

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

3119 Montclair AveLewis Center, OH 43035-8983

(614) 653-2603

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$26,984

Down $29,753 (-52%) from 2018

Net Assets

Down

$26,984

Down $18,243 (-40%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$16,184

Up $5,623 (+53%) from 2018

Expenses

Up

$34,427

Up $8,200 (+31%) from 2018

Net Income

Down

-$18,243

Down $2,577 (-16%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $49,951Net Assets 2010: $49,9512010Assets 2011: $61,727Net Assets 2011: $61,7272011Assets 2012: $57,260Net Assets 2012: $57,2602012Assets 2013: $57,839Net Assets 2013: $57,8392013Assets 2014: $62,421Net Assets 2014: $62,4212014Assets 2015: $69,813Net Assets 2015: $69,8132015Assets 2016: $62,571Net Assets 2016: $62,5712016Assets 2017: $60,893Net Assets 2017: $60,8932017Assets 2018: $56,737Liabilities 2018: $11,510Net Assets 2018: $45,2272018Assets 2019: $26,984Net Assets 2019: $26,9842019Assets 2020: $30,750Net Assets 2020: $30,7502020Assets 2021: $28,619Net Assets 2021: $28,6192021Assets 2022: $32,701Net Assets 2022: $32,7012022Assets 2023: $31,154Net Assets 2023: $31,1542023Assets 2024: $28,219Net Assets 2024: $28,2192024Assets 2025: $37,871Net Assets 2025: $37,8712025

Highlighted filing

2019

Assets$26,984
Liabilities-
Net Assets$26,984

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $33,316Expenses 2010: $28,710Net Income 2010: $4,6062010Revenue 2011: $47,639Expenses 2011: $35,863Net Income 2011: $11,7762011Revenue 2012: $27,139Expenses 2012: $31,606Net Income 2012: -$4,4672012Revenue 2013: $23,674Expenses 2013: $23,095Net Income 2013: $5792013Revenue 2014: $29,286Expenses 2014: $24,704Net Income 2014: $4,5822014Revenue 2015: $21,828Expenses 2015: $14,436Net Income 2015: $7,3922015Revenue 2016: $13,329Expenses 2016: $20,571Net Income 2016: -$7,2422016Revenue 2017: $12,050Expenses 2017: $13,728Net Income 2017: -$1,6782017Revenue 2018: $10,561Expenses 2018: $26,227Net Income 2018: -$15,6662018Revenue 2019: $16,184Expenses 2019: $34,427Net Income 2019: -$18,2432019Revenue 2020: $20,727Expenses 2020: $16,961Net Income 2020: $3,7662020Revenue 2021: $9,553Expenses 2021: $11,684Net Income 2021: -$2,1312021Revenue 2022: $16,492Expenses 2022: $12,410Net Income 2022: $4,0822022Revenue 2023: $14,283Expenses 2023: $15,830Net Income 2023: -$1,5472023Revenue 2024: $10,545Expenses 2024: $13,480Net Income 2024: -$2,9352024Revenue 2025: $24,072Expenses 2025: $14,420Net Income 2025: $9,6522025

Highlighted filing

2019

Revenue$16,184
Expenses$34,427
Net Income-$18,243
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.2
Gross Receipts
$65,352
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

DescriptionGrantsExpenses
SUPPORT OF LOCAL, NATIONAL AND INTERNATIONAL RELIEF PROJECTS AND CHARITIES-$27,665
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-$2,100
SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE SCHOENSTEINTreasurer-$0--
BRYAN LANEPresident-$0--
DAN WENGSecretary-$0--
JENNIFER CARNEY TRIPLETTVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest Eve$58,987$58,987$49,168$9,819
Total Events$58,987$58,987$49,168$9,819
Filing and Contact Details

Filer

Filer Name
Olentangy Rotary Foundation
EIN
20-1059985
Phone
6146532603
Address
3119 MONTCLAIR AVE, LEWIS CENTER, OH 43035-8983

Signing Officer

Name
Bryan Lane
Title
President
Phone
6148854900
Signed
2020-05-15
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 4,008 rotary international foun 2,100 youth exchange program 900 district 6690-ryla 600 powell community events 1,361 map it expenses 607 international projects 3,414 turning point shelter 6,500 other donations 10,275 subscriptions 89 credit card processing 412 foundation fees 50 postage 15 bank charges 23 tax processing fees 73 total 34,427

Form 990-ez, Part II, Line 24

Pledges receivable 7,537 0 total 7,537 0

Form 990-ez, Part II, Line 26

Deferred revenue 11,510 0

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 Appendix170 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING SCHOLARSHIP FUNDS TO GRADUATING HIGH SCHOOL SENIORS AND COLLEGE FRESHMAN AS RECOMMENDED BY THE SCHOLARSHIP COMMITTEE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT OF LOCAL, NATIONAL AND INTERNATIONAL RELIEF PROJECTS AND CHARITIES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COLLEGE SCHOLARSHIP FUNDS 4,000 PEOPLE IN NEED 4,008 ROTARY INTERNATIONAL FOUN 2,100 YOUTH EXCHANGE PROGRAM 900 DISTRICT 6690-RYLA 600 POWELL COMMUNITY EVENTS 1,361 MAP IT EXPENSES 607 INTERNATIONAL PROJECTS 3,414 TURNING POINT SHELTER 6,500 OTHER DONATIONS 10,275 SUBSCRIPTIONS 89 CREDIT CARD PROCESSING 412 FOUNDATION FEES 50 POSTAGE 15 BANK CHARGES 23 TAX PROCESSING FEES 73 TOTAL 34,427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 7,537 0 TOTAL 7,537 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 11,510 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/ExplanationTxt4SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
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ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.9$37.9$24.1$14.4$9.65
2024Detailed filing. Detailed filing data is available for this year.$28.2$28.2$10.5$13.5$2.94
2023Detailed filing. Detailed filing data is available for this year.$31.2$31.2$14.3$15.8$1.55
2022Detailed filing. Detailed filing data is available for this year.$32.7$32.7$16.5$12.4$4.08
2021Detailed filing. Detailed filing data is available for this year.$28.6$28.6$9.55$11.7$2.13
2020Detailed filing. Detailed filing data is available for this year.$30.8$30.8$20.7$17.0$3.77
2019Detailed filing. Detailed filing data is available for this year.$27.0$27.0$16.2$34.4$18.2
2018Detailed filing. Detailed filing data is available for this year.$56.7$11.5$45.2$10.6$26.2$15.7
2017Detailed filing. Detailed filing data is available for this year.$60.9$60.9$12.1$13.7$1.68
2016Detailed filing. Detailed filing data is available for this year.$62.6$62.6$13.3$20.6$7.24
2015Detailed filing. Detailed filing data is available for this year.$69.8$69.8$21.8$14.4$7.39
2014Detailed filing. Detailed filing data is available for this year.$62.4$62.4$29.3$24.7$4.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.8$57.8$23.7$23.1$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.3$57.3$27.1$31.6$4.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.7$61.7$47.6$35.9$11.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$50.0$33.3$28.7$4.61