Civic Intelligence

Olentangy Rotary Foundation C/O Joseph P Schaefer

990EZ • Fiscal year 2020 • EIN 20-1059985

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 26, 2020

Organization ProfileWWW.OLENTANGYROTARY.ORG
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,750

Up $3,766 (+14%) from 2019

Net Assets

Up

$30,750

Up $3,766 (+14%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$20,727

Up $4,543 (+28%) from 2019

Expenses

Down

$16,961

Down $17,466 (-51%) from 2019

Net Income

Up

$3,766

Up $22,009 (+121%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2020

Assets$30,750
Liabilities-
Net Assets$30,750
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

2020

Revenue$20,727
Expenses$16,961
Net Income$3,766
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 26, 2020
Return Version
2019v5.0
Gross Receipts
$24,617
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-$8,254
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-$1,536
SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE BINAUTreasurer-$0--
JENNIFER CARNEY TRIPLETTPresident-$0--
RICHARD IRELANSecretary-$0--
BOB ZERBYVice Preside-$0--
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
Suzanne Binau
Title
Treasurer
Phone
6146532603
Signed
2020-12-26
Discuss with paid preparer
Yes

Preparer

Firm
Nichols & Company Cpas
Address
115B COMMERCE PARK DR, WESTERVILLE, OH 43082
Preparer
Joseph P Schaefer CPA
Phone
6148915423
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses college scholarship funds 4,000 rotary international foun 1,536 other grant expenses 297 district grant expenses 6,462 powell community services 1,144 map it expenses 351 other donations 3,000 credit card processing 91 bank charges 30 tax processing fees 50 total 16,961”

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 Appendix146 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/BooksInCareOfDetail/USAddress/CityNm0POWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026984
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016961
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTIONS TO THE ROTARY INTERNATIONAL FOUNDATION TO PROVIDE FUNDS FOR RELIEF AND NATIONAL AND INTERNATIONAL HUMANITARIAN PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18254
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21536
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03890
IRS990EZ/SpecialEventsNetIncomeLossAmt010404
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016961
IRS990EZ/TotalProgramServiceExpensesAmt013790
IRS990EZ/TotalRevenueAmt020727
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OLENTANGYROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010558
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024617
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013329
IRS990ScheduleA/Total509Grp/TotalAmt0125909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024617
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013329
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COLLEGE SCHOLARSHIP FUNDS 4,000 ROTARY INTERNATIONAL FOUN 1,536 OTHER GRANT EXPENSES 297 DISTRICT GRANT EXPENSES 6,462 POWELL COMMUNITY SERVICES 1,144 MAP IT EXPENSES 351 OTHER DONATIONS 3,000 CREDIT CARD PROCESSING 91 BANK CHARGES 30 TAX PROCESSING FEES 50 TOTAL 16,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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/ExplanationTxt2SPONSORSHIP OF INTERNATIONAL STUDENT EXCHANGE PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOSEPH P SCHAEFER
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH P SCHAEFER CPA
ReturnHeader/ReturnTs02021-01-04T13:48:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,750
Liabilities
-
Net assets
$30,750
Revenue
$20,727
Expenses
$16,961
Net income
$3,766
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