Civic Intelligence

Rotary Forms Press Inc Trust

990EZ • Fiscal year 2020 • EIN 31-1101438

Apr 01, 2019 to Mar 31, 2020 • Filed on Jan 21, 2021

Organization ProfileN/A
835 S High StreetHillsboro, OH 45133

(937) 393-3426

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Net Margin

59th percentile

6.9%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Revenue Growth

28th percentile

-40%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2019

Net Assets

Up

-$5,148

Up $11,330 (+69%) from 2019

Liabilities

Down

$5,148

Down $11,330 (-69%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin59th percentile

Revenue

Down

$163,990

Down $108,465 (-40%) from 2019

Expenses

Down

$152,660

Down $118,744 (-44%) from 2019

Net Income

Up

$11,330

Up $10,279 (+978%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$0
Liabilities$5,148
Net Assets-$5,148
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$163,990
Expenses$152,660
Net Income$11,330
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jan 21, 2021
Return Version
2019v5.0
Gross Receipts
$163,990
Mission and Program Overview

Mission

To provide health care to employees.

Program Services

DescriptionGrantsExpenses
Stop Loss Premiums$89,181-
Health service costs for employee benefit plan members, 25 members qualified for assistance.$33,453-
Administrative Fees$17,353-
Dental care costs for employee benefit plan members, 25 individuals qualified for assistance.$8,973-
Prescription drug costs for employee benefit plan members, 25 individuals qualified for assistance.$3,700-
Compensation and Service Providers
Top Officer Pay75th percentile

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
2021-01-21
Discuss with paid preparer
Yes

Preparer

Firm
Toukan & Company
Address
575 Charring Cross Drive, Westerville, OH 43081
Preparer
Tracey A Price CPA CVA
Phone
6149017100
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Stop loss premium $89181”

Other Expenses.2

“Admin fees $17353”

Total Liabilities.1

“Claims incurred but not reported - Beginning $16478 Claims incurred but not reported - Ending $5148”

Raw XML Appendix102 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/BenefitsPaidToOrForMembersAmt046126
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/ExcessOrDeficitForYearAmt011330
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0163990
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-16478
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5148
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-16478
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5148
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brian Cassner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0106534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide health care to employees.
IRS990EZ/ProgramServiceRevenueAmt0163990
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Health service costs for employee benefit plan members, 25 members qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Dental care costs for employee benefit plan members, 25 individuals qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Prescription drug costs for employee benefit plan members, 25 individuals qualified for assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Administrative Fees
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Stop Loss Premiums
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033453
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18973
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23700
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt317353
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt489181
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016478
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05148
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0152660
IRS990EZ/TotalProgramServiceExpensesAmt0152660
IRS990EZ/TotalRevenueAmt0163990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Stop loss premium $89181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin fees $17353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Claims incurred but not reported - Beginning $16478 Claims incurred but not reported - Ending $5148
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Cassner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-21
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/PreparerFirmGrp/PreparerFirmEIN0311081751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Toukan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 Charring Cross Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043081
ReturnHeader/PreparerPersonGrp/PhoneNum06149017100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracey A Price CPA CVA
ReturnHeader/ReturnTs02021-01-21T15:15:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$5,148
Net assets
-$5,148
Revenue
$163,990
Expenses
$152,660
Net income
$11,330
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