Civic Intelligence

Westerville Rotary Foundation

EIN 31-1204959 • 501(c)3 • Westerville, OH

Profile

Organize several fundraisers such as an annual golf outing to raise funds to sponsor a scholarship for the benefit of local high school students.

PO Box 595Westerville, OH 43086

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

34th percentile

0.00x

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

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

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

76th percentile

$1,500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$713,605

Up $58,513 (+8.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$713,605

Up $58,513 (+8.9%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin92nd percentile

Revenue

Up

$98,212

Up $34,727 (+55%) from 2024

Expenses

Up

$39,699

Up $16,245 (+69%) from 2024

Net Income

Up

$58,513

Up $18,482 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2011: $244,077Net Assets 2011: $244,0772011Assets 2012: $259,843Liabilities 2012: $528Net Assets 2012: $259,3152012Assets 2013: $279,841Liabilities 2013: $582Net Assets 2013: $279,2592013Assets 2014: $300,633Net Assets 2014: $300,6332014Assets 2015: $326,422Liabilities 2015: $1,208Net Assets 2015: $325,2142015Assets 2016: $348,792Liabilities 2016: $488Net Assets 2016: $348,3042016Assets 2017: $395,545Liabilities 2017: $364Net Assets 2017: $395,1812017Assets 2018: $429,073Liabilities 2018: $385Net Assets 2018: $428,6882018Assets 2019: $463,342Liabilities 2019: $342Net Assets 2019: $463,0002019Assets 2020: $475,391Liabilities 2020: $656Net Assets 2020: $474,7352020Assets 2021: $565,091Liabilities 2021: $172Net Assets 2021: $564,9192021Assets 2022: $586,500Liabilities 2022: $0Net Assets 2022: $586,5002022Assets 2023: $615,061Liabilities 2023: $0Net Assets 2023: $615,0612023Assets 2024: $655,092Liabilities 2024: $0Net Assets 2024: $655,0922024Assets 2025: $713,605Liabilities 2025: $0Net Assets 2025: $713,6052025

Highlighted filing

2025

Assets$713,605
Liabilities$0
Net Assets$713,605
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2011: $65,977Expenses 2011: $17,125Net Income 2011: $48,8522011Revenue 2012: $29,259Expenses 2012: $15,550Net Income 2012: $13,7092012Revenue 2013: $38,096Expenses 2013: $18,152Net Income 2013: $19,9442013Revenue 2014: $39,450Expenses 2014: $18,076Net Income 2014: $21,3742014Revenue 2015: $42,643Expenses 2015: $18,062Net Income 2015: $24,5812015Revenue 2016: $42,325Expenses 2016: $19,235Net Income 2016: $23,0902016Revenue 2017: $64,176Expenses 2017: $17,299Net Income 2017: $46,8772017Revenue 2018: $49,581Expenses 2018: $16,075Net Income 2018: $33,5062018Revenue 2019: $51,235Expenses 2019: $16,921Net Income 2019: $34,3142019Revenue 2020: $32,549Expenses 2020: $20,814Net Income 2020: $11,7352020Revenue 2021: $101,943Expenses 2021: $11,759Net Income 2021: $90,1842021Revenue 2022: $48,952Expenses 2022: $27,371Net Income 2022: $21,5812022Revenue 2023: $67,940Expenses 2023: $39,379Net Income 2023: $28,5612023Revenue 2024: $63,485Expenses 2024: $23,454Net Income 2024: $40,0312024Revenue 2025: $98,212Expenses 2025: $39,699Net Income 2025: $58,5132025

Highlighted filing

2025

Revenue$98,212
Expenses$39,699
Net Income$58,513
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$713,605
Liabilities
$0
Net assets
$713,605
Revenue
$98,212
Expenses
$39,699
Net income
$58,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.98$0.40$0.59
2024Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.63$0.23$0.40
2023Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.68$0.39$0.29
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.49$0.27$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.02$0.12$0.90
2020Detailed filing. Detailed filing data is available for this year.$4.75$0.01$4.75$0.33$0.21$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.51$0.17$0.34
2018Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.50$0.16$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.95$0.64$0.17$0.47
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.48$0.42$0.19$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.01$3.25$0.43$0.18$0.25
2014Detailed filing. Detailed filing data is available for this year.$3.01$3.01$0.39$0.18$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.80$0.01$2.79$0.38$0.18$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.01$2.59$0.29$0.16$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$2.44$0.66$0.17$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 3, 2026
Return Version
2025v4.0
Gross Receipts
$121,588
Mission and Program Overview

Mission

To preserve assets to pay for scholarships to otterbein college

Organize several fundraisers such as an annual golf outing to raise funds to sponsor a scholarship for the benefit of local high school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$571,472$624,106▲ $52,634
Cash and Non-Interest-Bearing Accounts$43,912$56,548▲ $12,636
Savings and Temporary Cash Investments$39,708$32,951▼ $6,757
Total Assets$655,092$713,605▲ $58,513
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$655,092$713,605▲ $58,513
Total Net Assets Fund Balance$655,092$713,605▲ $58,513
Total Liabilities and Net Assets / Fund Balance$655,092$713,605▲ $58,513
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
David CoffmanTreasurer$1,500$1,500

Board Members and Trustees

NameTitle
Steve BrownPresident
Daniel StanleyDirector
Dennis StrohmDirector
George HoffmanDirector
Lee SchocklingDirector
Lisa JanszenDirector
Nichole MarshallDirector
Robert SlavensDirector
William McloughlinSecretary
John PowellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$30,211
Program Service Revenue
$0
Investment Income
$53,377
Other Revenue
$14,624
All Other Contributions
$30,211
Change in Net Assets
$58,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,494
Other Expenses$4,705
Salaries, Compensation, and Employee Benefits$1,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$25,994--$25,994
Grants to Domestic Orgs$7,500--$7,500
Current Officers, Directors, Trustees, and Key Employees$1,500--$1,500
Fees for Services Accounting-$1,087-$1,087
Other Expenses-$167-$167
Total Functional Expenses$34,994$4,705$0$39,699
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,000
Fundraising Direct Expenses$23,376
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Out$38,000$38,000$23,376$14,624
Total Events$38,000$38,000$23,376$14,624
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the treasurer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Westerville Rotary Foundation
EIN
31-1204959
Phone
6149894095
Address
PO BOX 595, WESTERVILLE, OH 43086

Signing Officer

Name
David Coffman
Title
Treasurer
Phone
6148957277
Signed
2026-02-03

Organization Details

Principal Officer
David Coffman
Formed
1987
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
35

Preparer

Firm
Waverly Business Services
Address
6856 LOOP RD, DAYTON, OH 45459
Preparer
Erin Alderson Ea
Phone
9374352742
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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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ReturnHeader/ReturnTs02026-02-12T13:30:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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