Civic Intelligence

The Mentor Rotary Foundation

990EZ • Fiscal year 2018 • EIN 20-5822067

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 23, 2019

Organization ProfileN/A
7879 Auburn Rd 1BPainesville, OH 44077

(440) 352-4488

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

56th percentile

6.2%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$133,533

Up $1,348 (+1.0%) from 2017

Net Assets

Up

$133,533

Up $1,348 (+1.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$21,894

Down $11,291 (-34%) from 2017

Expenses

Up

$20,546

Up $511 (+2.6%) from 2017

Net Income

Down

$1,348

Down $11,802 (-90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2018

Assets$133,533
Liabilities-
Net Assets$133,533
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$21,894
Expenses$20,546
Net Income$1,348
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 23, 2019
Return Version
2018v3.1
Gross Receipts
$37,023
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.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND DONATIONS TO LOCAL AND INTERNATIONAL GROUPS THAT PROVIDED AID TO INDIVIDUALS IN NEED.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER SUSTARTreasurer-$0--
ROBERT BOYDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Mentor Rotary Foundation
EIN
20-5822067
Address
7879 AUBURN RD 1B, PAINESVILLE, OH 44077

Signing Officer

Name
Roger Sustar
Title
Treasurer
Signed
2019-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Jones Battles Group LLC
Address
7879 AUBURN RD STE 1B, PAINESVILLE, OH 44077
Preparer
Curt Jones
Phone
4403524488
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Line 10 - grants paid in excess of 5,000 for 2010 = none”

Form 990-ez, Part II

“Line 24 - other assets - mutual funds”

Form 990-ez, Part II, Line 24

“Mutual funds 89,500 87,500 total 89,500 87,500”

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 Appendix134 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/PersonNm0JONES BATTLES GROUP LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04403524488
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07879 AUBURN RD 1B
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044077
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042685
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046033
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01348
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt029423
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020546
IRS990EZ/GrossReceiptsAmt037023
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0100
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0132185
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0133533
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0132185
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0133533
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER SUSTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt089500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt087500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP SUPPORT LOCAL AND INTERNATIONAL PROGRAMS THAT BENEFIT PEOPLE IN NEED AND TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR LOCAL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS AND DONATIONS TO LOCAL AND INTERNATIONAL GROUPS THAT PROVIDED AID TO INDIVIDUALS IN NEED.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015129
IRS990EZ/SpecialEventsNetIncomeLossAmt014294
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020546
IRS990EZ/TotalRevenueAmt021894
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NOT APPLICABLE 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTING SCHEDULE
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt061500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0412
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0749
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98800
IRS990ScheduleA/PublicSupportPY170Pct00.98820
IRS990ScheduleA/PublicSupportTotal170Amt061500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08975
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt061500
IRS990ScheduleA/TotalSupportAmt062249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 - GRANTS PAID IN EXCESS OF 5,000 FOR 2010 = NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 24 - OTHER ASSETS - MUTUAL FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUTUAL FUNDS 89,500 87,500 TOTAL 89,500 87,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER SUSTAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MENTOR ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MENT
ReturnHeader/Filer/EIN0205822067
ReturnHeader/Filer/USAddress/AddressLine1Txt07879 AUBURN RD 1B
ReturnHeader/Filer/USAddress/CityNm0PAINESVILLE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.218.120.246
ReturnHeader/FilingSecurityInformation/IPDt02019-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:10:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205987709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES BATTLES GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07879 AUBURN RD STE 1B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAINESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044077
ReturnHeader/PreparerPersonGrp/PhoneNum04403524488
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURT JONES
ReturnHeader/ReturnTs02019-04-24T12:10:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,533
Liabilities
-
Net assets
$133,533
Revenue
$21,894
Expenses
$20,546
Net income
$1,348
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