Civic Intelligence

The Mentor Rotary Foundation

EIN 20-5822067 • 501(c)3 • Mentor, OH

Profile

To help support local and international programs that benefit people in need and to provide educational scholarships for local students

PO Box 1177Mentor, OH 44061-1177

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

92nd percentile

91%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$244,221

Up $116,587 (+91%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$244,221

Up $116,587 (+91%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$30,816

Up $10,508 (+52%) from 2023

Expenses

Down

$25,411

Down $993 (-3.8%) from 2023

Net Income

Up

$5,405

Up $11,501 (+189%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$300K$200K$100K$0Assets 2011: $135,256Liabilities 2011: $02011Assets 2012: $143,474Liabilities 2012: $02012Assets 2013: $133,365Liabilities 2013: $02013Assets 2014: $127,761Liabilities 2014: $02014Assets 2015: $134,756Liabilities 2015: $02015Assets 2016: $119,035Liabilities 2016: $02016Assets 2017: $132,185Net Assets 2017: $132,1852017Assets 2018: $133,533Net Assets 2018: $133,5332018Assets 2019: $134,322Liabilities 2019: $02019Assets 2020: $129,238Liabilities 2020: $02020Assets 2021: $133,485Net Assets 2021: $133,4852021Assets 2022: $133,730Net Assets 2022: $133,7302022Assets 2023: $127,634Net Assets 2023: $127,6342023Assets 2024: $244,221Net Assets 2024: $244,2212024

Highlighted filing

2024

Assets$244,221
Liabilities-
Net Assets$244,221
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $44,177Expenses 2011: $30,326Net Income 2011: $13,8512011Revenue 2012: $42,433Expenses 2012: $34,215Net Income 2012: $8,2182012Revenue 2013: $28,266Expenses 2013: $38,375Net Income 2013: -$10,1092013Revenue 2014: $29,635Expenses 2014: $35,239Net Income 2014: -$5,6042014Revenue 2015: $27,502Expenses 2015: $20,507Net Income 2015: $6,9952015Revenue 2016: $31,114Expenses 2016: $46,835Net Income 2016: -$15,7212016Revenue 2017: $33,185Expenses 2017: $20,035Net Income 2017: $13,1502017Revenue 2018: $21,894Expenses 2018: $20,546Net Income 2018: $1,3482018Revenue 2019: $35,411Expenses 2019: $34,622Net Income 2019: $7892019Revenue 2020: $17,659Expenses 2020: $22,743Net Income 2020: -$5,0842020Revenue 2021: $23,650Expenses 2021: $19,403Net Income 2021: $4,2472021Revenue 2022: $20,915Expenses 2022: $20,670Net Income 2022: $2452022Revenue 2023: $20,308Expenses 2023: $26,404Net Income 2023: -$6,0962023Revenue 2024: $30,816Expenses 2024: $25,411Net Income 2024: $5,4052024

Highlighted filing

2024

Revenue$30,816
Expenses$25,411
Net Income$5,405
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$244,221
Liabilities
-
Net assets
$244,221
Revenue
$30,816
Expenses
$25,411
Net income
$5,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.44$2.44$0.31$0.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.20$0.26$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.24$0.19$0.04
2020Summary only. Only limited summary data is available for this year.$1.29$0.00$0.18$0.23$0.05
2019Summary only. Only limited summary data is available for this year.$1.34$0.00$0.35$0.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.22$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.33$0.20$0.13
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$0.31$0.47$0.16
2015Summary only. Only limited summary data is available for this year.$1.35$0.00$0.28$0.21$0.07
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.30$0.35$0.06
2013Summary only. Only limited summary data is available for this year.$1.33$0.00$0.28$0.38$0.10
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.42$0.34$0.08
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$0.44$0.30$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Gross Receipts
$43,350
Mission and Program Overview

Mission

To help support local and international programs that benefit people in need and to provide educational scholarships for local students.

To help support local and international programs that benefit people in need and to provide educational scholarships for local students

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND DONATIONS TO LOCAL AND INTERNATIONAL GROUPS THAT PROVIDED AID TO INDIVIDUALS IN NEED$24,383$24,383
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICKARD COOPERTreasurer-$0--
ROGER SUSTARDirector-$0--
FRED LARRICCIADirector-$0--
JON ASHBYDirector-$0--
ELFIE ROMANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Miscellaneous F$27,732$27,732$12,534$15,198
Total Events$27,732$27,732$12,534$15,198
Filing and Contact Details

Filer

Filer Name
The Mentor Rotary Foundation
EIN
20-5822067
Phone
4403435664
Address
PO BOX 1177, MENTOR, OH 44061-1177

Signing Officer

Name
Rickard Cooper
Title
Treasurer
Phone
4403435664
Signed
2025-04-25

Preparer

Firm
Gallovic Granito and Co Ltd
Address
8518 MENTOR AVE SUITE A, MENTOR, OH 44060-5838
Preparer
Sam Calic
Phone
4409511173
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 24,383”

Form 990-ez, Part I, Line 16

“Expenses office expenses 128 fees 600 total 728”

Form 990-ez, Part I, Line 20

“Unrealized appreciation 20,415”

Form 990-ez, Part II, Line 24

“Mutual funds 165,700 179,992 total 165,700 179,992”

Form 990-ez, Part III

“To help support local and international programs that benefit people in need and to provide educational scholarships for local students”

Raw XML Appendix157 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/USAddress/CityNm0MENTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICKARD COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROGER SUSTAR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0165700
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IRS990EZ/OtherChangesInNetAssetsAmt020415
IRS990EZ/OtherExpensesTotalAmt0728
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt025411
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IRS990EZ/TotalRevenueAmt030816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 24,383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 128 FEES 600 TOTAL 728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED APPRECIATION 20,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUNDS 165,700 179,992 TOTAL 165,700 179,992
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO HELP SUPPORT LOCAL AND INTERNATIONAL PROGRAMS THAT BENEFIT PEOPLE IN NEED AND TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR LOCAL STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICKARD COOPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04403435664
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MENTOR ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MENT
ReturnHeader/Filer/EIN0205822067
ReturnHeader/Filer/PhoneNum04403435664
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ReturnHeader/Filer/USAddress/CityNm0MENTOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENTOR
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ReturnHeader/PreparerPersonGrp/PhoneNum04409511173
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM CALIC
ReturnHeader/ReturnTs02025-05-06T16:43:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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