Civic Intelligence

Rotary International

990EZ • Fiscal year 2023 • EIN 31-0914976

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 26, 2023

PO Box 181Worthington, OH 43085

(614) 565-9715

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.23x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

9.2%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$135,737

Up $11,426 (+9.2%) from 2022

Net Assets

Up

$118,327

Up $14,131 (+14%) from 2022

Liabilities

Down

$17,410

Down $2,705 (-13%) from 2022

Revenue

Up

$75,789

Up $11,860 (+19%) from 2022

Expenses

Up

$62,159

Up $6,792 (+12%) from 2022

Net Income

Up

$13,630

Up $5,068 (+59%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $124,311Liabilities 2022: $20,115Net Assets 2022: $104,1962022Assets 2023: $135,737Liabilities 2023: $17,410Net Assets 2023: $118,3272023Assets 2024: $129,502Liabilities 2024: $0Net Assets 2024: $129,5022024

Highlighted filing

2023

Assets$135,737
Liabilities$17,410
Net Assets$118,327

Operations Trend

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

$100K$50K$0-$50KRevenue 2022: $63,929Expenses 2022: $55,367Net Income 2022: $8,5622022Revenue 2023: $75,789Expenses 2023: $62,159Net Income 2023: $13,6302023Revenue 2024: $75,686Expenses 2024: $84,562Net Income 2024: -$8,8762024

Highlighted filing

2023

Revenue$75,789
Expenses$62,159
Net Income$13,630
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 26, 2023
Return Version
2022v5.0
Gross Receipts
$118,198
Mission and Program Overview

Mission

Promote Community Service and Business Opportunities

Program Services

DescriptionGrantsExpenses
College scholarships and leadership opportunities for high school students in our community$0$9,486
Community Projects providing food and socks to needy residents, books to young children$0$4,995
International service projects providing support to various rotary club service projects$0$4,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve PayerlePresidentPT$0--
Teresa RussellPresident ElectPT$0--
Jerry KatzTreasurerPT$0--
Dave HansenSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bourbon Raffle$32,931$32,931$23,146$9,785
Family Picnic$17,394$17,394$7,801$9,593
Total Events$74,336$74,336$42,409$31,927
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
31-0914976
Phone
6145659715
Address
PO Box 181, Worthington, OH 43085

Signing Officer

Name
Jennifer Best
Title
Board member
Phone
6145659715
Signed
2023-12-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Meeting and Meal Income;11912|Refund of Prior Year Expense;1001^Total;12913^

Form 990-EZ, Part I, Line 10

High school Scholarships $9486, Community Service Initiatives $10,345

Form 990-EZ, Part I, Line 16

Description;Amount^Meeting Facilities and Food Expenses;22711|Dues to Affiliates;9058|Conferences and Officer Expenses;1938|Marketing;318|Website;1005|Bank Fees;1581^Total;36611^

Form 990-EZ, Part I, Line 20

Increase in funds reserved for service projects

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Accounts Receivable;12805|Prepaid Expenses;5500^Total;18305^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Accounts Payable;10542|Other Current Liabilities;1868|Prepaid Income;5000^Total;17410^

Raw XML Appendix185 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/CityNm0Worthington
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Payerle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Teresa Russell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jerry Katz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dave Hansen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011648
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018305
IRS990EZ/OtherChangesInNetAssetsAmt0501
IRS990EZ/OtherExpensesTotalAmt036611
IRS990EZ/OtherRevenueTotalAmt012913
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote Community Service and Business Opportunities
IRS990EZ/PrintingPublicationsPostageAmt02129
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0College scholarships and leadership opportunities for high school students in our community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Projects providing food and socks to needy residents, books to young children
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2International service projects providing support to various rotary club service projects
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09486
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14995
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24692
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SpecialEventsNetIncomeLossAmt031927
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017410
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062159
IRS990EZ/TotalProgramServiceExpensesAmt019173
IRS990EZ/TotalRevenueAmt075789
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/WebsiteAddressTxt0dublinworthingtonrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042409
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Family Picnic
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017394
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074336
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041259
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07801
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Meeting and Meal Income;11912|Refund of Prior Year Expense;1001^Total;12913^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1High school Scholarships $9486, Community Service Initiatives $10,345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Meeting Facilities and Food Expenses;22711|Dues to Affiliates;9058|Conferences and Officer Expenses;1938|Marketing;318|Website;1005|Bank Fees;1581^Total;36611^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Increase in funds reserved for service projects
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description;EOY Amount^Accounts Receivable;12805|Prepaid Expenses;5500^Total;18305^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description;EOY Amount^Accounts Payable;10542|Other Current Liabilities;1868|Prepaid Income;5000^Total;17410^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Best
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board member
ReturnHeader/BusinessOfficerGrp/PhoneNum06145659715
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0310914976
ReturnHeader/Filer/PhoneNum06145659715
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 181
ReturnHeader/Filer/USAddress/CityNm0Worthington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-12-26T08:54:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings