Civic Intelligence

Upper Arlington Rotary Charitable Foundation C/O Andrew Livingston

990 • Fiscal year 2020 • EIN 31-1289089

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 10, 2021

Organization ProfileN/A
1704 Sundridge DrColumbus, OH 43221

(614) 459-3182

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

12th percentile

-56%

Higher net margin than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-27%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$263,159

Down $66,797 (-20%) from 2019

Net Assets

Down

$258,859

Down $71,097 (-22%) from 2019

Liabilities

Up

$4,300

Up $4,300 from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin12th percentile

Revenue

Down

$115,151

Down $42,404 (-27%) from 2019

Expenses

Up

$179,715

Up $13,296 (+8.0%) from 2019

Net Income

Down

-$64,564

Down $55,700 (-628%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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 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

2020

Assets$263,159
Liabilities$4,300
Net Assets$258,859
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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 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

2020

Revenue$115,151
Expenses$179,715
Net Income-$64,564
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 10, 2021
Return Version
2019v5.0
Gross Receipts
$115,151
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$182,057$212,517▲ $30,460
Pledges and Grants Receivable$74,811$47,326▼ $27,485
Cash and Non-Interest-Bearing Accounts$73,088$3,316▼ $69,772
Total Assets$329,956$263,159▼ $66,797
Liabilities
Grants Payable-$4,300-
Total Liabilities$0$4,300▲ $4,300
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$253,466$179,871▼ $73,595
Net Assets With Donor Restrictions$76,490$78,988▲ $2,498
Total Net Assets Fund Balance$329,956$258,859▼ $71,097
Total Liabilities and Net Assets / Fund Balance$329,956$263,159▼ $66,797

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$78,988--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$76,490-▲ $2,902-$78,988
2018$70,840-▲ $5,990-$76,490
2017$67,430-▲ $3,766-$70,840
2016$61,524-▲ $6,221-$67,430
2015$59,470-▲ $2,346-$61,524
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Richard SimpsonPresident /s
Allison RussoTrustee
Bill CloydTrustee
Chris TaylorTrustee
Steve LichtblauTrustee
Steve RishTrustee
Yvonne PerottiTrustee
Andrew LivingstonV Pres / Tre
Revenue and Support

Revenue Composition

Contributions and Grants
$110,490
Program Service Revenue
$0
Investment Income
$4,661
Other Revenue
$0
All Other Contributions
$110,490
Change in Net Assets
$-64,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,997
Other Expenses$1,718
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,997--$177,997
Fees for Service Investment Mgmnt Fees-$1,718-$1,718
Total Functional Expenses$177,997$1,718$0$179,715
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Upper Arlington Community FoundColumbus, OH--$40,500
Mayan Families FoundationSantee, CA--$33,337
The Rotary Found of Rotary IntlEvanston, IL--$31,640
Upper Arlington City School DistricUpper Arlington, OH--$16,667
Homeless Families FoundationColumbus, OH--$10,327
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, 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
V Pres / Treasurer
Phone
6144803066
Signed
2021-04-10
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”

Raw XML Appendix382 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt0110490
IRS990/BooksInCareOfDetail/PersonNm0ANDREW LIVINGSTON
IRS990/BooksInCareOfDetail/PhoneNum06144593182
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01704 SUNDRIDGE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043221
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt073088
IRS990/CashNonInterestBearingGrp/EOYAmt03316
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0110490
IRS990/CYGrantsAndSimilarPaidAmt0177997
IRS990/CYInvestmentIncomeAmt04661
IRS990/CYOtherExpensesAmt01718
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-64564
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0179715
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0115151
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION PROVIDES FUNDING TO HELP OTHER CHARITABLE ORGANIZATIONS AND COMMUNITY SERVICE GROUPS SUPPORT EDUCATION AND ECONOMIC ASSISTANCE IN THE LOCAL AND GREATER COLUMBUS COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt076490
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt078988
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0144660
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01718
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01718
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW LIVINGSTON
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL CLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE LICHTBLAU
IRS990/Form990PartVIISectionAGrp/PersonNm4YVONNE PEROTTI
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE RISH
IRS990/Form990PartVIISectionAGrp/PersonNm6ALLISON RUSSO
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS TAYLOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT /S
IRS990/Form990PartVIISectionAGrp/TitleTxt1V PRES / TRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0144660
IRS990/GrantsPayableGrp/EOYAmt04300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0177997
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0177997
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0115151
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt04661
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04661
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0182057
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0212517
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0329956
IRS990/NetAssetsOrFundBalancesEOYAmt0258859
IRS990/NetUnrlzdGainsLossesInvstAmt0-6533
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0253466
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0179871
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt074811
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047326
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ANDREW LIVINGSTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDES FUNDING TO UNITED STATES SERVICE ORGANIZATIONS TO PROMOTE EDUCATION AND PROVIDE ECOMOMIC SUPPORT TO INTERNATIONAL COMMUNITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033337
IRS990/ProgSrvcAccomActy2Grp/GrantAmt033337
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt097808
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0163225
IRS990/PYInvestmentIncomeAmt04705
IRS990/PYOtherExpensesAmt03194
IRS990/PYOtherRevenueAmt055042
IRS990/PYRevenuesLessExpensesAmt0-8864
IRS990/PYTotalExpensesAmt0166419
IRS990/PYTotalRevenueAmt0157555
IRS990/ReconcilationRevenueExpnssAmt0-64564
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME - DINNER AUCTION 178,868
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt097808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0106388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0520030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09370
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030301
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013845
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt076491
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt032997
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt034196
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035184
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0178868
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71320
IRS990ScheduleA/PublicSupportPY170Pct00.71490
IRS990ScheduleA/PublicSupportTotal170Amt0520030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0110490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt097808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109689
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0106388
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0520030
IRS990ScheduleA/TotalSupportAmt0729199
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0404
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt076490
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt078988
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02902
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt070840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt076490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0357
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt067430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt070840
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0315
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt061524
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt067430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06221
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0292
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt059470
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt061524
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02346
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0133529
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt178988
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COLUMBUS FOUNDATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COLUMBUS FOUNDATION ENDOWMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DESIGNATED FOR SPECIAL NEEDS OF THE COMMUNITY AS DETERMINED BY THE BOARD
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueSecuritiesAmt0212517
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010327
IRS990ScheduleI/RecipientTable/CashGrantAmt133337
IRS990ScheduleI/RecipientTable/CashGrantAmt231640
IRS990ScheduleI/RecipientTable/CashGrantAmt340500
IRS990ScheduleI/RecipientTable/CashGrantAmt416667
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOMELESS FAMILIES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MAYAN FAMILIES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE ROTARY FOUND OF ROTARY INTL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE UPPER ARLINGTON COMMUNITY FOUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UPPER ARLINGTON CITY SCHOOL DISTRIC
IRS990ScheduleI/RecipientTable/RecipientEIN0311179492
IRS990ScheduleI/RecipientTable/RecipientEIN1208433997
IRS990ScheduleI/RecipientTable/RecipientEIN2363245072
IRS990ScheduleI/RecipientTable/RecipientEIN3205860971
IRS990ScheduleI/RecipientTable/RecipientEIN4316401046
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt033 N GRUBB ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 710400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21560 SHERMAN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt33600 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41950 NORTH MALLWAY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192070
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd260201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd343221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd443221
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/ExplanationTxt0TAX RETURNS ARE SUBMITTED TO THE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENT ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 1 - THE ORGANIZATION USES THE MODIFIED ACCRUAL METHOD OF ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0329956
IRS990/TotalAssetsEOYAmt0263159
IRS990/TotalAssetsGrp/BOYAmt0329956
IRS990/TotalAssetsGrp/EOYAmt0263159
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0110490
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01718
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177997
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179715
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt04300
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0329956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0258859
IRS990/TotalProgramServiceExpensesAmt0177997
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04661
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0115151
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0329956
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263159
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW LIVINGSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRES / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144803066
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-10
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/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/PreparationDt02021-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK P MURPHY
ReturnHeader/ReturnTs02021-04-10T08:07:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$263,159
Liabilities
$4,300
Net assets
$258,859
Revenue
$115,151
Expenses
$179,715
Net income
-$64,564
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
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