Civic Intelligence

The Dayton Rotary Club Foundation

990EZ • Fiscal year 2014 • EIN 23-7075054

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 14, 2015

40 S Perry Street No 11045402

(937) 228-3331

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$132,776

Up $1,576 (+1.2%) from 2013

Net Assets

Up

$132,446

Up $1,576 (+1.2%) from 2013

Liabilities

Flat

$330

Flat from 2013

Revenue

Down

$106,023

Down $24,547 (-19%) from 2013

Expenses

Down

$104,447

Down $71,591 (-41%) from 2013

Net Income

Up

$1,576

Up $47,044 (+103%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $146,501Liabilities 2010: $0Net Assets 2010: $146,5012010Assets 2012: $176,668Liabilities 2012: $330Net Assets 2012: $176,3382012Assets 2013: $131,200Liabilities 2013: $330Net Assets 2013: $130,8702013Assets 2014: $132,776Liabilities 2014: $330Net Assets 2014: $132,4462014Assets 2015: $138,912Liabilities 2015: $0Net Assets 2015: $138,9122015Assets 2016: $105,048Liabilities 2016: $0Net Assets 2016: $105,0482016Assets 2017: $142,656Liabilities 2017: $0Net Assets 2017: $142,6562017Assets 2018: $93,921Liabilities 2018: $0Net Assets 2018: $93,9212018Assets 2019: $102,233Liabilities 2019: $0Net Assets 2019: $102,2332019Assets 2020: $79,663Liabilities 2020: $0Net Assets 2020: $79,6632020Assets 2021: $167,747Liabilities 2021: $0Net Assets 2021: $167,7472021Assets 2022: $99,883Liabilities 2022: $0Net Assets 2022: $99,8832022Assets 2023: $126,313Liabilities 2023: $0Net Assets 2023: $126,3132023Assets 2024: $158,973Liabilities 2024: $0Net Assets 2024: $158,9732024Assets 2025: $125,567Liabilities 2025: $1,380Net Assets 2025: $124,1872025

Highlighted filing

2014

Assets$132,776
Liabilities$330
Net Assets$132,446

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $289,0832010Expenses 2012: $67,9342012Revenue 2013: $130,570Expenses 2013: $176,038Net Income 2013: -$45,4682013Revenue 2014: $106,023Expenses 2014: $104,447Net Income 2014: $1,5762014Revenue 2015: $111,681Expenses 2015: $101,905Net Income 2015: $9,7762015Revenue 2016: $96,285Expenses 2016: $126,305Net Income 2016: -$30,0202016Revenue 2017: $102,925Expenses 2017: $70,910Net Income 2017: $32,0152017Revenue 2018: $84,756Expenses 2018: $137,493Net Income 2018: -$52,7372018Revenue 2019: $176,683Expenses 2019: $170,299Net Income 2019: $6,3842019Revenue 2020: $132,405Expenses 2020: $154,939Net Income 2020: -$22,5342020Revenue 2021: $145,370Expenses 2021: $53,929Net Income 2021: $91,4412021Revenue 2022: $118,541Expenses 2022: $185,483Net Income 2022: -$66,9422022Revenue 2023: $129,414Expenses 2023: $103,300Net Income 2023: $26,1142023Revenue 2024: $114,800Expenses 2024: $82,629Net Income 2024: $32,1712024Revenue 2025: $126,242Expenses 2025: $175,607Net Income 2025: -$49,3652025

Highlighted filing

2014

Revenue$106,023
Expenses$104,447
Net Income$1,576
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 14, 2015
Return Version
2013v4.0
Gross Receipts
$106,023
Mission and Program Overview

Mission

To become a visible community force to support organizations that demonstrate commitment to service above self, help young people and families in need, improve the quality of life, and foster a strong partnership with the greater dayton region.

To become a visible community force to support organizations that demonstrate commitment to service aboue sel, help young people and families in need, improve the quality of life, and foster a strong partnership with the greater dayton region.

Program Services

DescriptionGrantsExpenses
TO AID CHARITABLE, EDUCATION, AND PHILANTHROPIC ACTIVITIES THROUGH GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS.$71,378$71,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY PONITZPresident-$0--
KEN HERRTreasurer-$0--
DAVID WILLIAMSONVice President-$0--
KIM HAVERSTICKSecretary-$0--
AMY LUTTRELLEx-Officio (Jul-Mar)-$0--
PENNY WOLFFTrustee-$0--
GREG ROBINSONTrustee-$0--
GREG BIRKEMEYEREx-Officio-$0--
LAURA ERBAUGHExecutive DirectorFT$0--
STEVE NASSEx-Officio (Apr-Jun)-$0--
JIM STEENTrustee-$0--
JULIE BARHORSTTrustee-$0--
Filing and Contact Details

Filer

EIN
23-7075054
Phone
9372283331

Signing Officer

Name
Cathy Ponitz
Title
President
Phone
9372283331
Signed
2015-01-14
Discuss with paid preparer
Yes

Preparer

Preparer
Stephanie R Pyles CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 14.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: to promote & aid charitable, civic, educational or philanthropic activities. Grantee name: wsaf international projects. Grantee address: 40 south perry street suite 110 dayton, oh 45402. Amount given: 16,710.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 929. Description: miscellaneous. Amount: 5,898. Description: payments to affiliates. Amount: 21,392. Total to form 990-ez, line 16: 28,219.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from dayton rotary club. Beg. Of year amount: 2,366. End of year amount: 3,367.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: escrow account liability. Beg. Of year amount: 330. End of year amount: 330.

Raw XML Appendix217 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/BusinessName/BusinessNameLine10LAURA ERBAUGH
IRS990EZ/BooksInCareOfDetail/PhoneNum09372283331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1040 SOUTH PERRY ST SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/City0DAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode045402
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY PONITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN HERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM HAVERSTICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY LUTTRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PENNY WOLFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREG ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GREG BIRKEMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LAURA ERBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE NASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JIM STEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JULIE BARHORST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EX-OFFICIO (JUL-MAR)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EX-OFFICIO (APR-JUN)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02366
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03367
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028219
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO BECOME A VISIBLE COMMUNITY FORCE TO SUPPORT ORGANIZATIONS THAT DEMONSTRATE COMMITMENT TO SERVICE ABOUE SEL, HELP YOUNG PEOPLE AND FAMILIES IN NEED, IMPROVE THE QUALITY OF LIFE, AND FOSTER A STRONG PARTNERSHIP WITH THE GREATER DAYTON REGION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO AID CHARITABLE, EDUCATION, AND PHILANTHROPIC ACTIVITIES THROUGH GRANTS TO OTHER CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071378
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071378
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt012174
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0330
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0330
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0104447
IRS990EZ/TotalProgramServiceExpensesAmt071378
IRS990EZ/TotalRevenueAmt0106023
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0217474
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0590270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023113
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045285
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt032697
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84170
IRS990ScheduleA/PublicSupportPY170Pct00.80580
IRS990ScheduleA/PublicSupportTotal170Amt0534933
IRS990ScheduleA/SubstantialContributorsTotAmt055337
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0217474
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0590270
IRS990ScheduleA/TotalSupportAmt0635555
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 14.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TO PROMOTE & AID CHARITABLE, CIVIC, EDUCATIONAL OR PHILANTHROPIC ACTIVITIES. GRANTEE NAME: WSAF INTERNATIONAL PROJECTS. GRANTEE ADDRESS: 40 SOUTH PERRY STREET SUITE 110 DAYTON, OH 45402. AMOUNT GIVEN: 16,710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 929. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,898. DESCRIPTION: PAYMENTS TO AFFILIATES. AMOUNT: 21,392. TOTAL TO FORM 990-EZ, LINE 16: 28,219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE FROM DAYTON ROTARY CLUB. BEG. OF YEAR AMOUNT: 2,366. END OF YEAR AMOUNT: 3,367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ESCROW ACCOUNT LIABILITY. BEG. OF YEAR AMOUNT: 330. END OF YEAR AMOUNT: 330.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHY PONITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09372283331
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE DAYTON ROTARY CLUB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAYT
ReturnHeader/Filer/EIN0237075054
ReturnHeader/Filer/PhoneNum09372283331
ReturnHeader/Filer/USAddress/AddressLine1040 S PERRY STREET NO 110
ReturnHeader/Filer/USAddress/City0DAYTON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010100 INNOVATION DR SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372260070
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE R PYLES CPA
ReturnHeader/ReturnTs02015-01-15T09:23:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.$1.26$0.01$1.24$1.26$1.76$0.49
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.15$0.83$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.29$1.03$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.19$1.85$0.67
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$1.45$0.54$0.91
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.32$1.55$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$1.77$1.70$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.85$1.37$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.03$0.71$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.96$1.26$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.12$1.02$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.32$1.06$1.04$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$1.31$1.76$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.76$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$2.89