Civic Intelligence

Rotary Club Foundation - Middletown

990 • Fiscal year 2018 • EIN 23-7056192

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 07, 2018

Organization ProfileN/A
7806 Thomas RdMiddletown, OH 45042

(513) 423-4989

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

91st percentile

62%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$875,370

Up $333,541 (+62%) from 2017

Net Assets

Up

$875,370

Up $333,541 (+62%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin86th percentile

Revenue

Up

$41,099

Up $10,573 (+35%) from 2017

Expenses

Up

$26,840

Up $643 (+2.5%) from 2017

Net Income

Up

$14,259

Up $9,930 (+229%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.0M$500K$0Assets 2017: $541,829Liabilities 2017: $0Net Assets 2017: $541,8292017Assets 2018: $875,370Liabilities 2018: $0Net Assets 2018: $875,3702018Assets 2019: $925,006Liabilities 2019: $0Net Assets 2019: $925,0062019

Highlighted filing

2018

Assets$875,370
Liabilities$0
Net Assets$875,370
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$60K$40K$20K$0Revenue 2017: $30,526Expenses 2017: $26,197Net Income 2017: $4,3292017Revenue 2018: $41,099Expenses 2018: $26,840Net Income 2018: $14,2592018Revenue 2019: $35,041Expenses 2019: $28,225Net Income 2019: $6,8162019

Highlighted filing

2018

Revenue$41,099
Expenses$26,840
Net Income$14,259
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 7, 2018
Return Version
2017v2.3
Gross Receipts
$41,099
Mission and Program Overview

Mission

To promote and assist charitable, educational, and social programs/ organizations throughout the middletown area.

To promote and assist charitable, educational, and social programs/ organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$541,829$875,370▲ $333,541
Investments in Publicly Traded Securities$531,675$866,943▲ $335,268
Cash and Non-Interest-Bearing Accounts$10,154$8,427▼ $1,727
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$541,829$875,370▲ $333,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$541,829$875,370▲ $333,541
Total Liabilities and Net Assets / Fund Balance$541,829$875,370▲ $333,541
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Louis ChristyPresident
Ronald SpauldingVice President
Charles MorganTrustee
Elaine GarverTrustee
Michael McneilTrustee
William SchaeferTrustee
Ann MunafoEx-officio
Fred WehrSecretary
Thomas HazelbakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,938
Program Service Revenue
$0
Investment Income
$26,161
Other Revenue
$0
All Other Contributions
$14,938
Change in Net Assets
$14,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,225
Other Expenses$615
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,225--$26,225
Other Expenses$240--$240
Total Functional Expenses$26,840$0$0$26,840
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Abilities First FoundationMiddletown, OH501(c)(3)To Support Operations$5,000
Cincinnati State Student ScholarshipsCincinnati, OH501(c)(3)To Distribute Scholarships$4,500
Miami University Student ScholarshipsOxford, OH501(c)(3)To Distribute Scholarships$2,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer reviews the 990 report before filing.”

Form 990, Part VI, Section C, Line 19

“All documents and forms are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary Club Foundation - Middletown
EIN
23-7056192
Phone
5134234989
Address
7806 THOMAS RD, MIDDLETOWN, OH 45042

Signing Officer

Name
Thomas Hazelbaker
Title
Treasurer
Phone
5134234989
Signed
2018-08-07

Organization Details

Principal Officer
Thomas Hazelbaker
Formed
1969
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adustment to report investments at fmv 318,891.”

Raw XML Appendix359 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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IRS990/AllOtherContributionsAmt014938
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS HAZELBAKER
IRS990/BooksInCareOfDetail/PhoneNum05134234989
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07806 THOMAS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045042
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IRS990/CYOtherRevenueAmt00
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/PersonNm3LOUIS CHRISTY
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL MCNEIL
IRS990/Form990PartVIISectionAGrp/PersonNm5RONALD SPAULDING
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IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM SCHAEFER
IRS990/Form990PartVIISectionAGrp/PersonNm8ANN MUNAFO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EX-OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt026225
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026225
IRS990/GrantsToDomesticOrgsGrp/TotalAmt026225
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt041099
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt026161
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026161
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0531675
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0866943
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROMOTE AND ASSIST CHARITABLE, EDUCATIONAL, AND SOCIAL PROGRAMS/ ORGANIZATIONS THROUGHOUT THE MIDDLETOWN AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0541829
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0SERVICE FEES
IRS990/OtherExpensesGrp/Desc1OPERATING EXPENSES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1240
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS A CONTINUOUS PROGRAM FOR SOLICITATION OF FUNDS FROM MEMBERS OF THE MIDDLETOWN ROTARY CLUB VIA AN ANNUAL SOLICITATION LETTER AND BY HIGHLIGHTING THE FOUNDATION'S ACCOMPLISHMENTS AT 4 MEMBER MEETINGS THROUGHOUT THE YEAR. THE GOVERNING BODY OF THE FOUNDATION REPRESENTS THE BROAD INTERESTS OF THE LOCAL COMMUNITY, AND THE FOUNDATION'S CONTRIBUTIONS ARE FROM A REPRESENTATIVE NUMBER OF PERSONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:
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IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/CashGrantAmt24500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO DISTRIBUTE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO DISTRIBUTE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ABILITIES FIRST FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MIAMI UNIVERSITY STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CINCINNATI STATE STUDENT SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientEIN0310620685
IRS990ScheduleI/RecipientTable/RecipientEIN1316402089
IRS990ScheduleI/RecipientTable/RecipientEIN2311430847
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04710 TIMBER TRAIL DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1501 E HIGH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23520 CENTRAL PKWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIDDLETOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OXFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE 990 REPORT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS AND FORMS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADUSTMENT TO REPORT INVESTMENTS AT FMV 318,891.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0875370
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IRS990/TotalAssetsGrp/EOYAmt0875370
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0541829
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0875370
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026840
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026161
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041099
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0541829
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0875370
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07806 THOMAS RD
IRS990/USAddress/CityNm0MIDDLETOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045042
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS HAZELBAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05134234989
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB FOUNDATION - MIDDLETOWN
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0237056192
ReturnHeader/Filer/PhoneNum05134234989
ReturnHeader/Filer/USAddress/AddressLine1Txt07806 THOMAS RD
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045042
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA85DB6E1AAB0DBE88F28465BC823B76859A9B68
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.62.29.242
ReturnHeader/FilingSecurityInformation/IPDt02018-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:58:24
ReturnHeader/ReturnTs02018-08-30T14:59:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$875,370
Liabilities
$0
Net assets
$875,370
Revenue
$41,099
Expenses
$26,840
Net income
$14,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.35$0.28$0.07
2018Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$0.41$0.27$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.31$0.26$0.04