Civic Intelligence

Ohio-Erie Rotary Youth Exchange Inc

EIN 31-1021835 • 501(c)3 • Winstom Salem, NC

Profile

to assist in providing educational opportunities to high school aged students by facilitating member rotary international districts in their student exchange programs. we facilitate two-way exchanges between countries and send or receive one-way exchanges as needed. we facilitate both one-month and one-year exchange programs. we provide orientation to both the students, their parents and counsel as to procedures.

557 Alpine RdWinstom Salem, NC 27104

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

NTEE Q • <$500k nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.00x

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

NTEE Q • <$500k nonprofits • Source year 2025

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

NTEE Q • <$500k nonprofits • Source year 2025

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.

NTEE Q • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

NTEE Q • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

155%

Faster revenue growth than 93% of similar nonprofits.

NTEE Q • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$153,911

Up $8,485 (+5.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$153,911

Up $8,485 (+5.8%) from 2024

Revenue

Up

$95,874

Up $58,323 (+155%) from 2024

Expenses

Up

$87,389

Up $32,827 (+60%) from 2024

Net Income

Up

$8,485

Up $25,496 (+150%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $181,379Liabilities 2020: $0Net Assets 2020: $181,3792020Assets 2021: $172,486Liabilities 2021: $0Net Assets 2021: $172,4862021Assets 2022: $170,437Liabilities 2022: $0Net Assets 2022: $170,4372022Assets 2023: $162,437Liabilities 2023: $0Net Assets 2023: $162,4372023Assets 2024: $145,426Liabilities 2024: $0Net Assets 2024: $145,4262024Assets 2025: $153,911Liabilities 2025: $0Net Assets 2025: $153,9112025

Highlighted filing

2025

Assets$153,911
Liabilities$0
Net Assets$153,911

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $76,967Expenses 2018: $80,280Net Income 2018: -$3,3132018Revenue 2019: $98,197Expenses 2019: $78,436Net Income 2019: $19,7612019Revenue 2020: $28,865Expenses 2020: $42,463Net Income 2020: -$13,5982020Revenue 2021: $11Expenses 2021: $8,904Net Income 2021: -$8,8932021Revenue 2022: $18,870Expenses 2022: $20,919Net Income 2022: -$2,0492022Revenue 2023: $50,231Expenses 2023: $58,231Net Income 2023: -$8,0002023Revenue 2024: $37,551Expenses 2024: $54,562Net Income 2024: -$17,0112024Revenue 2025: $95,874Expenses 2025: $87,389Net Income 2025: $8,4852025

Highlighted filing

2025

Revenue$95,874
Expenses$87,389
Net Income$8,485

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Feb 10, 2026
Return Version
2024v5.2
Gross Receipts
$95,874
Mission and Program Overview

Mission

to assist in providing educational opportunities to high school aged students by facilitating member rotary international districts in their student exchange programs. we facilitate two-way exchanges between countries and send or receive one-way exchanges as needed. we facilitate both one-month and one-year exchange programs. we provide orientation to both the students, their parents and counsel as to procedures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,369$22,854▲ $8,485
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$145,426$153,911▲ $8,485
Other Assets Total$131,057$131,057→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$145,426$153,911▲ $8,485
Total Net Assets Fund Balance$145,426$153,911▲ $8,485
Total Liabilities and Net Assets / Fund Balance$145,426$153,911▲ $8,485

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,155$2,155
Other Assets Org$131,057--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$18,500
Program Service Revenue
$77,374
Investment Income
$0
Other Revenue
$0
All Other Contributions
$18,500
Change in Net Assets
$8,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,389
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$37,926--$37,926
Conferences and Meetings$10,805--$10,805
Fees for Services Accounting$8,500$530-$9,030
Information Technology$8,455--$8,455
Insurance-$586-$586
Other Expenses$407--$407
All Other Expenses$232--$232
Fees for Services Other-$4-$4
Total Functional Expenses$86,269$1,120$0$87,389
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
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 Form 990 with the preparer prior to efile.

Form 990, Part VI, Section C, Line 19

upon written request.

Filing and Contact Details

Filer

Filer Name
Ohio-Erie Rotary Youth Exchange Inc
EIN
31-1021835
Phone
6143064912
Address
557 Alpine Rd, Winstom Salem, NC 27104

Signing Officer

Name
Kathy Gatterdam
Title
Treasurer
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Gatterdam
Formed
1977
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
130

Preparer

Firm
CR Accounting and Advisory Services LLC-QB Accoun
Address
PO Box 3938, Dublin, OH 43016
Preparer
Mark E Cantwell
Phone
6147890653
Supplemental Narrative

Additional Explanations

Schedule D, Part IX: Beneficial Interest In Assets Held By Others

The organization is reporting the Book Value of assets which have been transferred to an unrelated community foundation in exchange for future distributions. Assets of $131,057 have been transferred to The Columbus Foundation which holds and administers the funds. The organization has specified itself as a beneficiary to allow the Board of the organization to access income and principal upon written request and with the approval of at last two-thirds of the organization's Board. The entire fund may be expended and distributed. The Governing Committee of The Columbus Foundation approves distributions of both income and principal. Variance power shall apply if the purpose of the fund becomes unnecessary, undesirable, impractical or impossible to fulfill. During its tax year the organization received distributions from the fund totaling $18,500.00. The organization reported the Book Value of the fund, $131,057, on its August 31, 2025 financial statement unaudited. On August 31, 2025, the end of the organization's tax year, the Fair Value of the fund was $189,064.34.

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IRS990/PrincipalOfficerNm0Kathy Gatterdam
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IRS990/PYProgramServiceRevenueAmt029390
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0131057
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer reviews the Form 990 with the preparer prior to efile.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization is reporting the Book Value of assets which have been transferred to an unrelated community foundation in exchange for future distributions. Assets of $131,057 have been transferred to The Columbus Foundation which holds and administers the funds. The organization has specified itself as a beneficiary to allow the Board of the organization to access income and principal upon written request and with the approval of at last two-thirds of the organization's Board. The entire fund may be expended and distributed. The Governing Committee of The Columbus Foundation approves distributions of both income and principal. Variance power shall apply if the purpose of the fund becomes unnecessary, undesirable, impractical or impossible to fulfill. During its tax year the organization received distributions from the fund totaling $18,500.00. The organization reported the Book Value of the fund, $131,057, on its August 31, 2025 financial statement unaudited. On August 31, 2025, the end of the organization's tax year, the Fair Value of the fund was $189,064.34.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part IX: Beneficial Interest In Assets Held By Others
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IRS990/TotalVolunteersCnt0130
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IRS990/TravelGrp/ProgramServicesAmt037926
IRS990/TravelGrp/TotalAmt037926
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

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