Civic Intelligence

Rotary Foundation of Oakwood

EIN 31-1156701 • 501(c)3 • Dayton, OH

Profile

To support various charitable causes in the dayton area which assist local individuals and families.

PO Box 925Dayton, OH 45409

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-6.6%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$684,356

Up $48,759 (+7.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$684,356

Up $48,759 (+7.7%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin28th percentile

Revenue

Down

$65,808

Down $4,622 (-6.6%) from 2024

Expenses

Up

$70,180

Up $448 (+0.6%) from 2024

Net Income

Down

-$4,372

Down $5,070 (-726%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$800K$600K$400K$200K$0Assets 2014: $407,061Liabilities 2014: $0Net Assets 2014: $407,0612014Assets 2015: $425,015Liabilities 2015: $0Net Assets 2015: $425,0152015Assets 2016: $427,876Liabilities 2016: $0Net Assets 2016: $427,8762016Assets 2017: $487,796Liabilities 2017: $0Net Assets 2017: $487,7962017Assets 2019: $518,727Liabilities 2019: $0Net Assets 2019: $518,7272019Assets 2020: $529,185Liabilities 2020: $0Net Assets 2020: $529,1852020Assets 2021: $650,035Liabilities 2021: $0Net Assets 2021: $650,0352021Assets 2022: $565,515Liabilities 2022: $0Net Assets 2022: $565,5152022Assets 2023: $593,485Liabilities 2023: $0Net Assets 2023: $593,4852023Assets 2024: $635,597Liabilities 2024: $0Net Assets 2024: $635,5972024Assets 2025: $684,356Liabilities 2025: $0Net Assets 2025: $684,3562025

Highlighted filing

2025

Assets$684,356
Liabilities$0
Net Assets$684,356
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$100K$50K$0-$50KRevenue 2014: $21,582Expenses 2014: $15,557Net Income 2014: $6,0252014Revenue 2015: $45,858Expenses 2015: $21,288Net Income 2015: $24,5702015Revenue 2016: $38,841Expenses 2016: $21,277Net Income 2016: $17,5642016Revenue 2017: $51,300Expenses 2017: $26,002Net Income 2017: $25,2982017Revenue 2019: $83,485Expenses 2019: $43,439Net Income 2019: $40,0462019Revenue 2020: $45,020Expenses 2020: $37,599Net Income 2020: $7,4212020Revenue 2021: $60,821Expenses 2021: $22,912Net Income 2021: $37,9092021Revenue 2022: $66,553Expenses 2022: $31,781Net Income 2022: $34,7722022Revenue 2023: $31,162Expenses 2023: $49,092Net Income 2023: -$17,9302023Revenue 2024: $70,430Expenses 2024: $69,732Net Income 2024: $6982024Revenue 2025: $65,808Expenses 2025: $70,180Net Income 2025: -$4,3722025

Highlighted filing

2025

Revenue$65,808
Expenses$70,180
Net Income-$4,372
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$684,356
Liabilities
$0
Net assets
$684,356
Revenue
$65,808
Expenses
$70,180
Net income
-$4,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.66$0.70$0.04
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.70$0.70$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.31$0.49$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.67$0.32$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$0.00$6.50$0.61$0.23$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.45$0.38$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.83$0.43$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.51$0.26$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.39$0.21$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.46$0.21$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.22$0.16$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 14, 2026
Return Version
2024v5.5
Gross Receipts
$298,187
Mission and Program Overview

Mission

To support various charitable causes in the dayton area which assist local individuals and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$623,715$663,295▲ $39,580
Savings and Temporary Cash Investments$11,661$16,521▲ $4,860
Cash and Non-Interest-Bearing Accounts$221$4,540▲ $4,319
Total Assets$635,597$684,356▲ $48,759
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$635,597$684,356▲ $48,759
Total Net Assets Fund Balance$635,597$684,356▲ $48,759
Total Liabilities and Net Assets / Fund Balance$635,597$684,356▲ $48,759

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$663,295--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Mike MoorheadClub President and Trustee
Cathy CampbellPresident
Dick StevensVice-president
Marty BeyerCounsel and Trustee
Bruce RegerTrustee
Scott FischerTrustee
Stephen J BuddeTrustee - At-large Memeber
Richard a DapratoSecretary
Joe ScottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,451
Program Service Revenue
$0
Investment Income
$22,357
Other Revenue
$0
All Other Contributions
$43,451
Change in Net Assets
$-4,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,783
Other Expenses$5,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,783--$64,783
Fees for Service Investment Mgmnt Fees-$3,547-$3,547
Fees for Services Accounting-$1,815-$1,815
Other Expenses-$35-$35
Total Functional Expenses$64,783$5,397$0$70,180
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Smith School PtoOakwood, OH501(c)(3)Outdoor Basketball Hoops$9,000
House of BreadDayton, OH501(c)(3)New Windows in Their Building$7,525
Dakota Cetner IncDayton, OH501(c)(3)Scoreboard$6,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

“Sent to boardmembers for review.”

Form 990, Part VI, Section C, Line 19

“Information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Rotary Foundation of Oakwood
EIN
31-1156701
Phone
9374617266
Address
PO BOX 925, DAYTON, OH 45409

Signing Officer

Name
Dick Stevens
Title
Vice President
Phone
9374617266
Signed
2026-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dick Stevens
Formed
1980
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
3601 RIGBY ROAD SUITE 400, DAYTON, OH 45342
Preparer
Mary T Colegate CPA
Phone
9372235247
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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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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OUTDOOR BASKETBALL HOOPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1NEW WINDOWS IN THEIR BUILDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCOREBOARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SMITH SCHOOL PTO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOUSE OF BREAD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DAKOTA CETNER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0311086603
IRS990ScheduleI/RecipientTable/RecipientEIN1311076425
IRS990ScheduleI/RecipientTable/RecipientEIN2310731056
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01701 SHAFOR BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt19 ORTH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt233 BARNETT ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DAYTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DAYTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045419
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145402
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd245402
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A GENERAL GRANTING CRITERIA FOR THE INITIAL FUNDING. THERE IS NO FORMAL PROCESS AFTER THE GRANT IS APPROVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENT TO BOARDMEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0635597
IRS990/TotalAssetsEOYAmt0684356
IRS990/TotalAssetsGrp/BOYAmt0635597
IRS990/TotalAssetsGrp/EOYAmt0684356
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt043451
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064783
IRS990/TotalFunctionalExpensesGrp/TotalAmt070180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0635597
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0684356
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064783
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022357
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065808
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0635597
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0684356
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 925
IRS990/USAddress/CityNm0DAYTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045409
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DICK STEVENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09374617266
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF OAKWOOD
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0311156701
ReturnHeader/Filer/PhoneNum09374617266
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 925
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351476702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRADY WARE & SCHOENFELD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 RIGBY ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045342
ReturnHeader/PreparerPersonGrp/PhoneNum09372235247
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY T COLEGATE CPA
ReturnHeader/ReturnTs02026-01-15T14:30:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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