Civic Intelligence

Upper Arlington Rotary Charitable Foundation C/O Andrew Livingston

990 • Fiscal year 2018 • EIN 31-1289089

Jul 01, 2017 to Jun 30, 2018 • Filed on May 01, 2019

Organization ProfileN/A
1704 Sundridge DrColumbus, OH 43221

(614) 459-3182

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$303,778

Down $39,965 (-12%) from 2017

Net Assets

Down

$303,778

Down $39,965 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Down

$114,918

Down $22,019 (-16%) from 2017

Expenses

Up

$164,164

Up $16,483 (+11%) from 2017

Net Income

Down

-$49,246

Down $38,502 (-358%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $251,263Liabilities 2011: $0Net Assets 2011: $251,2632011Assets 2012: $233,933Liabilities 2012: $0Net Assets 2012: $233,9332012Assets 2013: $300,628Liabilities 2013: $0Net Assets 2013: $300,6282013Assets 2014: $322,513Liabilities 2014: $0Net Assets 2014: $322,5132014Assets 2015: $312,109Liabilities 2015: $0Net Assets 2015: $312,1092015Assets 2016: $324,371Liabilities 2016: $0Net Assets 2016: $324,3712016Assets 2017: $343,743Liabilities 2017: $0Net Assets 2017: $343,7432017Assets 2018: $336,025Liabilities 2018: $0Net Assets 2018: $336,0252018Assets 2018: $303,778Liabilities 2018: $0Net Assets 2018: $303,7782018Assets 2019: $329,956Liabilities 2019: $0Net Assets 2019: $329,9562019Assets 2020: $263,159Liabilities 2020: $4,300Net Assets 2020: $258,8592020Assets 2021: $341,822Liabilities 2021: $0Net Assets 2021: $341,8222021Assets 2022: $311,519Liabilities 2022: $0Net Assets 2022: $311,5192022Assets 2023: $343,133Liabilities 2023: $0Net Assets 2023: $343,1332023Assets 2024: $297,292Liabilities 2024: $0Net Assets 2024: $297,2922024Assets 2025: $288,941Liabilities 2025: $0Net Assets 2025: $288,9412025

Highlighted filing

2018

Assets$303,778
Liabilities$0
Net Assets$303,778
Open 2018 Filing

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $118,882Expenses 2011: $72,707Net Income 2011: $46,1752011Revenue 2012: $126,674Expenses 2012: $144,004Net Income 2012: -$17,3302012Revenue 2013: $170,312Expenses 2013: $103,617Net Income 2013: $66,6952013Revenue 2014: $155,716Expenses 2014: $133,831Net Income 2014: $21,8852014Revenue 2015: $184,073Expenses 2015: $192,376Net Income 2015: -$8,3032015Revenue 2016: $150,942Expenses 2016: $129,768Net Income 2016: $21,1742016Revenue 2017: $136,937Expenses 2017: $147,681Net Income 2017: -$10,7442017Revenue 2018: $147,165Expenses 2018: $164,164Net Income 2018: -$16,9992018Revenue 2018: $114,918Expenses 2018: $164,164Net Income 2018: -$49,2462018Revenue 2019: $157,555Expenses 2019: $166,419Net Income 2019: -$8,8642019Revenue 2020: $115,151Expenses 2020: $179,715Net Income 2020: -$64,5642020Revenue 2021: $200,533Expenses 2021: $164,165Net Income 2021: $36,3682021Revenue 2022: $121,506Expenses 2022: $138,728Net Income 2022: -$17,2222022Revenue 2023: $194,357Expenses 2023: $175,371Net Income 2023: $18,9862023Revenue 2024: $133,872Expenses 2024: $190,075Net Income 2024: -$56,2032024Revenue 2025: $118,605Expenses 2025: $137,444Net Income 2025: -$18,8392025

Highlighted filing

2018

Revenue$114,918
Expenses$164,164
Net Income-$49,246
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 1, 2019
Return Version
2017v2.3
Gross Receipts
$114,918
Mission and Program Overview

Mission

To encourage and foster the service ideal of service above self. The foundation supports the five avenues of service, club service, community service, international service, vocational service and new generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$280,284$240,703▼ $39,581
Pledges and Grants Receivable$58,447$58,447→ $0
Cash and Non-Interest-Bearing Accounts$5,012$4,628▼ $384
Total Assets$343,743$303,778▼ $39,965
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$276,313$232,938▼ $43,375
Temporarily Rstr Net Assets$67,430$70,840▲ $3,410
Total Net Assets Fund Balance$343,743$303,778▼ $39,965
Total Liabilities and Net Assets / Fund Balance$343,743$303,778▼ $39,965

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$70,840--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$67,430-▲ $3,766-$70,840
2016$61,524-▲ $6,221-$67,430
2015$59,470-▲ $2,346-$61,524
2014$58,705-▲ $1,057-$59,470
2013$50,764$409▲ $7,532-$58,705
Compensation and Service Providers

Board Members and Trustees

NameTitle
Richard SimpsonChairman
Allison RussoTrustee
Bill CloydTrustee
Bill MielkeTrustee
Steve LichtblauTrustee
Yvonne PerottiTrustee
Steve RishSecretary
Andrew LivingstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,439
Program Service Revenue
$0
Investment Income
$4,479
Other Revenue
$0
All Other Contributions
$110,439
Change in Net Assets
$-49,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,115
Other Expenses$4,049
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,115--$160,115
Fees for Service Investment Mgmnt Fees-$2,219-$2,219
Fees for Services Accounting-$990-$990
Office Expenses-$740-$740
Other Expenses-$100-$100
Total Functional Expenses$160,115$4,049$0$164,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mayan Families FoundationSantee, CA--$71,448
The Upper Arlington Community FoundColumbus, OH--$34,150
Big Brothersbig SistersColumbus, OH--$7,357
Ywca of ColumbusColumbus, OH--$6,440
Windermere Elementary PtoUpper Arlington, OH--$6,400
Upper Arlington Education FoundatioColumbus, OH--$5,020
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 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 8B

“Committees are not authorized to act on behalf of the board”

Form 990, Page 6, Part VI, Line 11B

“Tax returns are submitted to the board for their review and approval prior to filing”

Form 990, Page 6, Part VI, Line 19

“Governing document are made available upon request”

Filing and Contact Details

Filer

Filer Name
Upper Arlington Rotary Charitable
EIN
31-1289089
Phone
6144593182
Address
1704 SUNDRIDGE DR, COLUMBUS, OH 43221

Signing Officer

Name
Andrew Livingston
Title
Treasurer
Phone
6144803066
Signed
2019-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Livingston
Formed
1972
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Mark P Murphy & Associates CPA
Address
1051 OLD HENDERSON RD STE A, COLUMBUS, OH 43220
Preparer
Mark P Murphy
Phone
6144593182
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“Line 1 - the organization uses the modified accrual method of accounting”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Designated for special needs of the community as determined by the board”

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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/RecipientBusinessName/BusinessNameLine1Txt1MAYAN FAMILIES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BIG BROTHERSBIG SISTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UPPER ARLINGTON EDUCATION FOUNDATIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4YWCA OF COLUMBUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WINDERMERE ELEMENTARY PTO
IRS990ScheduleI/RecipientTable/RecipientEIN0205860971
IRS990ScheduleI/RecipientTable/RecipientEIN1208433997
IRS990ScheduleI/RecipientTable/RecipientEIN2314379429
IRS990ScheduleI/RecipientTable/RecipientEIN3311156964
IRS990ScheduleI/RecipientTable/RecipientEIN4314379597
IRS990ScheduleI/RecipientTable/RecipientEIN5316401046
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03600 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 710400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21855 E DUBLIN GRANVILLE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31950 MALLWAY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt465 SOUTH FRONT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt54101 WINDEMERE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm5UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192070
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243229
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd343221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd443215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd543220
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECOMMENDATIONS OF THE SERVICE GRANTS COMMITTEE AND APPROVAL BY THE BOARD SUBMISSION OF PAPERWORK TO THE COLUMBUS FOUNDATION FOR THEIR PROCESSING
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEES ARE NOT AUTHORIZED TO ACT ON BEHALF OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS ARE SUBMITTED TO THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENT ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 1 - THE ORGANIZATION USES THE MODIFIED ACCRUAL METHOD OF ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt067430
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt070840
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0343743
IRS990/TotalAssetsEOYAmt0303778
IRS990/TotalAssetsGrp/BOYAmt0343743
IRS990/TotalAssetsGrp/EOYAmt0303778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0110439
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04049
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160115
IRS990/TotalFunctionalExpensesGrp/TotalAmt0164164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343743
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0303778
IRS990/TotalProgramServiceExpensesAmt0160115
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04479
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114918
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0343743
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0303778
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0276313
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0232938
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01704 SUNDRIDGE DRIVE
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043221
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW LIVINGSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144803066
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER ARLINGTON ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O ANDREW LIVINGSTON
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0311289089
ReturnHeader/Filer/PhoneNum06144593182
ReturnHeader/Filer/USAddress/AddressLine1Txt01704 SUNDRIDGE DR
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId065B6F50B0F712C2B2EB7AECA6B6152BC4EED6A79
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B2E1E5A2E7E21CF6CC5F5EFE3DC77ABA76B946DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.153.214
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:08:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311401523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARK P MURPHY & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01051 OLD HENDERSON RD STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06144593182
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK P MURPHY
ReturnHeader/ReturnTs02019-05-01T15:08:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,778
Liabilities
$0
Net assets
$303,778
Revenue
$114,918
Expenses
$164,164
Net income
-$49,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.19$1.37$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$1.34$1.90$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$1.94$1.75$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$1.22$1.39$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$2.01$1.64$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.04$2.59$1.15$1.80$0.65
2019Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.58$1.66$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$1.47$1.64$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$1.15$1.64$0.49
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$1.37$1.48$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$1.51$1.30$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$1.84$1.92$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$1.56$1.34$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.00$3.01$1.70$1.04$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.00$2.34$1.27$1.44$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$1.19$0.73$0.46