Civic Intelligence

Rotary International Circleville Sunrise Rotary Club

990EZ • Fiscal year 2016 • EIN 31-1273732

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

703 N Court StCircleville, OH 43113

(740) 477-3311

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

30%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

26%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$61,351

Up $12,648 (+26%) from 2015

Net Assets

Up

$58,800

Up $11,827 (+25%) from 2015

Liabilities

Up

$2,551

Up $821 (+47%) from 2015

Revenue

Down

$40,965

Down $16,654 (-29%) from 2015

Expenses

Down

$28,829

Down $14,493 (-33%) from 2015

Net Income

Down

$12,136

Down $2,161 (-15%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $41,288Liabilities 2013: $1,717Net Assets 2013: $39,5712013Assets 2014: $34,680Liabilities 2014: $1,805Net Assets 2014: $32,8752014Assets 2015: $48,703Liabilities 2015: $1,730Net Assets 2015: $46,9732015Assets 2016: $61,351Liabilities 2016: $2,551Net Assets 2016: $58,8002016Assets 2017: $72,959Liabilities 2017: $2,875Net Assets 2017: $70,0842017Assets 2018: $94,814Liabilities 2018: $1,637Net Assets 2018: $93,1772018Assets 2019: $45,692Liabilities 2019: $3,015Net Assets 2019: $42,6772019Assets 2020: $37,975Liabilities 2020: $2,956Net Assets 2020: $35,0192020Assets 2021: $48,032Liabilities 2021: $2,962Net Assets 2021: $45,0702021Assets 2022: $49,489Liabilities 2022: $121Net Assets 2022: $49,3682022Assets 2023: $55,693Liabilities 2023: $0Net Assets 2023: $55,6932023Assets 2024: $62,861Liabilities 2024: $0Net Assets 2024: $62,8612024

Highlighted filing

2016

Assets$61,351
Liabilities$2,551
Net Assets$58,800

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2013: $41,505Expenses 2013: $43,518Net Income 2013: -$2,0132013Revenue 2014: $52,187Expenses 2014: $58,883Net Income 2014: -$6,6962014Revenue 2015: $57,619Expenses 2015: $43,322Net Income 2015: $14,2972015Revenue 2016: $40,965Expenses 2016: $28,829Net Income 2016: $12,1362016Revenue 2017: $52,497Expenses 2017: $41,770Net Income 2017: $10,7272017Revenue 2018: $64,546Expenses 2018: $40,135Net Income 2018: $24,4112018Revenue 2019: $36,913Expenses 2019: $89,033Net Income 2019: -$52,1202019Revenue 2020: $35,755Expenses 2020: $42,962Net Income 2020: -$7,2072020Revenue 2021: $37,893Expenses 2021: $34,896Net Income 2021: $2,9972021Revenue 2022: $40,103Expenses 2022: $31,294Net Income 2022: $8,8092022Revenue 2023: $46,567Expenses 2023: $40,242Net Income 2023: $6,3252023Revenue 2024: $55,502Expenses 2024: $48,334Net Income 2024: $7,1682024

Highlighted filing

2016

Revenue$40,965
Expenses$28,829
Net Income$12,136
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$47,021
Mission and Program Overview

Mission

To encourage and foster the ideal of service as a basis of worthy enterprise and,in particular, to encourage and foster: first: the development of acquaintance as an opportunity for service; second: high ethical standards in business and professions; the recognition of the worthinesss of all useful occupations; and the dignifying by each rotarian's occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarian's personal, business, and community life; fourth: the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE: THE CLUB HAS 75 MEMBERS WHO, AS A BUSINESS COMMUNITY, ARE GIVING BACK BY NOT ONLY PARTICIPATING IN THE CLUB'S PROGRAM'S BUT ALSO PROVIDING LEADERSHIP TO THE COMMUNITY AT LARGE. THE EXPENSES PRIMARILY REPRESENT ADMINISTRATIVE EXPENSES AND COSTS RELATED TO FELLOWSHIP ACTIVITIES.-$24,968
CHARITABLE CONTRIBUTIONS: THE CLUB HAS MADE CONTIBUTIONS FROM ITS FUNDS FOR WORTHY ORGANIZATIONS WITH CHARITABLE PURPOSES, AND CHARITABLE ORGANIZATIONS WHOSE ACTIVITIES ARE SUPPORTED BY THE VOLUNTEERISM OF THE CLUB MEMBERS.$3,861$3,861
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD RHOADESBoard Member-$0--
GAYLE SPANGLERPast Preside-$0--
SEREANA DRESBACHSecretaryPT$0--
RICHARD ELSEATreasurerPT$0--
CAROLYN CORDERBoard Member-$0--
STAN SUMMERSPresident El-$0--
J R LISTONPresidentPT$0--
JEFF PHILLIPSNewsletter E-$0--
ELISA PETERSVice Preside-$0--
SEAN BYERSBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pumpkin Show Bo$15,538$15,538$5,556$9,982
Silent Auction$10,733$10,733-$10,733
Total Events$26,271$26,271$5,556$20,715
Filing and Contact Details

Filer

Filer Name
Rotary International Circleville
EIN
31-1273732
Phone
7404773311
Address
703 N COURT ST, CIRCLEVILLE, OH 43113

Signing Officer

Name
Richard Elsea
Title
Treasurer
Phone
7404773311
Signed
2017-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bhm CPA Group Inc
Address
PO BOX 875, CIRCLEVILLE, OH 43113-0875
Preparer
Jeffrey a Harr
Phone
7404745210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Ri dues & rotarian magazine 5,299 rotary district 6690 1,778

Form 990-ez, Part I, Line 16

Expenses supplies 1,466 travel 415 chambers dues 229 four way test 425 law day 1,200 meal costs 12,486 membership misc. 407 memorial garden maint 211 non-investment depreciation 793 total 17,632

Form 990-ez, Part I, Line 20

UNREALIZED LOSS -309

Form 990-ez, Part II, Line 24

5,613 5,613 less accumulated depreciation 2,504 3,297 total 3,109 2,316

Form 990-ez, Part II, Line 26

Other liabilities 1,730 2,551

Form 990-ez, Part III

To encourage and foster the ideal of service as a basis of worthy enterprise and,in particular, to encourage and foster: first: the development of acquaintance as an opportunity for service; second: high ethical standards in business and professions; the recognition of the worthinesss of all useful occupations; and the dignifying by each rotarian's occupation as an opportunity to serve society; third: the application of the ideal of service in each rotarian's personal, business, and community life; fourth: the advancement of international understanding, goodwill, and peace through a world fellowship of business and professional persons united in the ideal of service.

Form 990-ez, Part III, Line 28

Development of acquaintance as an opportunity for service: the club has 75 members who, as a business community, are giving back by not only participating in the club's program's but also providing leadership to the community at large. The expenses primarily represent administrative expenses and costs related to fellowship activities.

Form 990-ez, Part III, Line 29

Charitable contributions: the club has made contibutions from its funds for worthy organizations with charitable purposes, and charitable organizations whose activities are supported by the volunteerism of the club members.

Raw XML Appendix165 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE CONTRIBUTIONS: THE CLUB HAS MADE CONTIBUTIONS FROM ITS FUNDS FOR WORTHY ORGANIZATIONS WITH CHARITABLE PURPOSES, AND CHARITABLE ORGANIZATIONS WHOSE ACTIVITIES ARE SUPPORTED BY THE VOLUNTEERISM OF THE CLUB MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RI DUES & ROTARIAN MAGAZINE 5,299 ROTARY DISTRICT 6690 1,778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 1,466 TRAVEL 415 CHAMBERS DUES 229 FOUR WAY TEST 425 LAW DAY 1,200 MEAL COSTS 12,486 MEMBERSHIP MISC. 407 MEMORIAL GARDEN MAINT 211 NON-INVESTMENT DEPRECIATION 793 TOTAL 17,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS -309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35,613 5,613 LESS ACCUMULATED DEPRECIATION 2,504 3,297 TOTAL 3,109 2,316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER LIABILITIES 1,730 2,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND,IN PARTICULAR, TO ENCOURAGE AND FOSTER: FIRST: THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; SECOND: HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESSS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING BY EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THIRD: THE APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS, AND COMMUNITY LIFE; FOURTH: THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE: THE CLUB HAS 75 MEMBERS WHO, AS A BUSINESS COMMUNITY, ARE GIVING BACK BY NOT ONLY PARTICIPATING IN THE CLUB'S PROGRAM'S BUT ALSO PROVIDING LEADERSHIP TO THE COMMUNITY AT LARGE. THE EXPENSES PRIMARILY REPRESENT ADMINISTRATIVE EXPENSES AND COSTS RELATED TO FELLOWSHIP ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHARITABLE CONTRIBUTIONS: THE CLUB HAS MADE CONTIBUTIONS FROM ITS FUNDS FOR WORTHY ORGANIZATIONS WITH CHARITABLE PURPOSES, AND CHARITABLE ORGANIZATIONS WHOSE ACTIVITIES ARE SUPPORTED BY THE VOLUNTEERISM OF THE CLUB MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07404773311
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL CIRCLEVILLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SUNRISE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0311273732
ReturnHeader/Filer/PhoneNum07404773311
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ReturnHeader/Filer/USAddress/CityNm0CIRCLEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311413363
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CIRCLEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431130875
ReturnHeader/PreparerPersonGrp/PhoneNum07404745210
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A HARR
ReturnHeader/ReturnTs02017-05-10T09:22:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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