Civic Intelligence

Rotary Forms Press Inc Trust

EIN 31-1101438 • 501(c)9 • Hillsboro, OH

Profile

To provide health care to employees.

835 S High StreetHillsboro, OH 45133

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

84th percentile

0.04x

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

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

57th percentile

-1.2%

Higher net margin than 57% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2025

Revenue Growth

64th percentile

-2.8%

Faster revenue growth than 64% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Flat

$0

Flat from 2024

Liabilities

Up

$8,501

Up $2,193 (+35%) from 2024

Net Assets

Down

-$8,501

Down $2,193 (-35%) from 2024

Revenue

Up

$190,450

Up $23,328 (+14%) from 2024

Expenses

Up

$192,643

Up $34,983 (+22%) from 2024

Net Income

Down

-$2,193

Down $11,655 (-123%) from 2024

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2011: $88,603Liabilities 2011: $34,525Net Assets 2011: $54,0782011Assets 2012: $3,808Liabilities 2012: $20,421Net Assets 2012: -$16,6132012Assets 2013: $3,964Liabilities 2013: $19,318Net Assets 2013: -$15,3542013Assets 2014: $0Liabilities 2014: $15,408Net Assets 2014: -$15,4082014Assets 2015: $0Liabilities 2015: $38,619Net Assets 2015: -$38,6192015Assets 2016: $0Liabilities 2016: $23,185Net Assets 2016: -$23,1852016Assets 2017: $0Liabilities 2017: $25,281Net Assets 2017: -$25,2812017Assets 2018: $0Liabilities 2018: $17,529Net Assets 2018: -$17,5292018Assets 2019: $0Liabilities 2019: $16,478Net Assets 2019: -$16,4782019Assets 2020: $0Liabilities 2020: $5,148Net Assets 2020: -$5,1482020Assets 2021: $0Liabilities 2021: $8,896Net Assets 2021: -$8,8962021Assets 2022: $0Liabilities 2022: $8,532Net Assets 2022: -$8,5322022Assets 2023: $0Liabilities 2023: $15,770Net Assets 2023: -$15,7702023Assets 2024: $0Liabilities 2024: $6,308Net Assets 2024: -$6,3082024Assets 2025: $0Liabilities 2025: $8,501Net Assets 2025: -$8,5012025

Highlighted filing

2025

Assets$0
Liabilities$8,501
Net Assets-$8,501

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $361,9472011Expenses 2012: $309,8612012Expenses 2013: $286,0782013Revenue 2014: $295,664Expenses 2014: $295,718Net Income 2014: -$542014Revenue 2015: $388,750Expenses 2015: $411,961Net Income 2015: -$23,2112015Revenue 2016: $385,724Expenses 2016: $370,290Net Income 2016: $15,4342016Revenue 2017: $373,373Expenses 2017: $375,469Net Income 2017: -$2,0962017Revenue 2018: $320,094Expenses 2018: $312,342Net Income 2018: $7,7522018Revenue 2019: $272,455Expenses 2019: $271,404Net Income 2019: $1,0512019Revenue 2020: $163,990Expenses 2020: $152,660Net Income 2020: $11,3302020Revenue 2021: $223,274Expenses 2021: $227,022Net Income 2021: -$3,7482021Revenue 2022: $207,150Expenses 2022: $206,786Net Income 2022: $3642022Revenue 2023: $243,758Expenses 2023: $250,996Net Income 2023: -$7,2382023Revenue 2024: $167,122Expenses 2024: $157,660Net Income 2024: $9,4622024Revenue 2025: $190,450Expenses 2025: $192,643Net Income 2025: -$2,1932025

Highlighted filing

2025

Revenue$190,450
Expenses$192,643
Net Income-$2,193

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$1.90$1.93$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.06$0.06$1.67$1.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.16$0.16$2.44$2.51$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$2.07$2.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$2.23$2.27$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.05$0.05$1.64$1.53$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.16$0.16$2.72$2.71$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.18$0.18$3.20$3.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.25$0.25$3.73$3.75$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.23$0.23$3.86$3.70$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.39$0.39$3.89$4.12$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.15$0.15$2.96$2.96$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.19$0.15$2.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.20$0.17$3.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.35$0.54$3.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 22, 2026
Return Version
2024v5.2
Gross Receipts
$190,450
Mission and Program Overview

Mission

To provide health care to employees.

Program Services

DescriptionGrantsExpenses
Health service costs for employee benefit plan members, 17 members qualified for assistance.-$86,541
Stop Loss Premiums-$63,169
Administrative Fees-$29,136
Prescription drug costs for employee benefit plan members, 17 individuals qualified for assistance.-$7,351
Dental care costs for employee benefit plan members, 17 individuals qualified for assistance.-$3,860
Disability payments for employee benefit plan members, 17 members qualified for assistance.-$2,586
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian CassnerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Forms Press Inc Trust
EIN
31-1101438
Address
835 S High Street, Hillsboro, OH 45133

Signing Officer

Name
Brian Cassner
Title
Administrator
Signed
2026-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Toukan & Company
Address
575 Charring Cross Dr, Westerville, OH 43081
Preparer
Michelle R Bettac CPA
Phone
6149017100
Supplemental Narrative

Additional Explanations

Other Expenses.1

Stop loss premium $63169

Other Expenses.2

Admin fees $29136

Total Liabilities.1

Claims incurred but not reported - Beginning $6308 Claims incurred but not reported - Ending $8501

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0100338
IRS990EZ/BooksInCareOfDetail/PersonNm0Brian Cassner Rotary Forms
IRS990EZ/BooksInCareOfDetail/PhoneNum09373933426
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Press Inc 835 S High St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hillsboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2193
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0190450
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-6308
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-8501
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-6308
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-8501
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Cassner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt092305
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide health care to employees.
IRS990EZ/ProgramServiceRevenueAmt0190450
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Health service costs for employee benefit plan members, 17 members qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Dental care costs for employee benefit plan members, 17 individuals qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Prescription drug costs for employee benefit plan members, 17 individuals qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Administrative Fees
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Stop Loss Premiums
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Disability payments for employee benefit plan members, 17 members qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086541
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13860
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27351
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt329136
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt463169
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt52586
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06308
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08501
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0192643
IRS990EZ/TotalProgramServiceExpensesAmt0192643
IRS990EZ/TotalRevenueAmt0190450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Stop loss premium $63169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin fees $29136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Claims incurred but not reported - Beginning $6308 Claims incurred but not reported - Ending $8501
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Cassner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Forms Press Inc Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0311101438
ReturnHeader/Filer/USAddress/AddressLine1Txt0835 S High Street
ReturnHeader/Filer/USAddress/CityNm0Hillsboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311081751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Toukan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 Charring Cross Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043081
ReturnHeader/PreparerPersonGrp/PhoneNum06149017100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle R Bettac CPA
ReturnHeader/ReturnTs02026-01-22T05:19:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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