Civic Intelligence

Upper Arlington Rotary Charitable Foundation C/O Andrew Livingston

990 • Fiscal year 2021 • EIN 31-1289089

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

18%

Higher net margin than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

74%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$341,822

Up $78,663 (+30%) from 2020

Net Assets

Up

$341,822

Up $82,963 (+32%) from 2020

Liabilities

Down

$0

Down $4,300 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin62nd percentile

Revenue

Up

$200,533

Up $85,382 (+74%) from 2020

Expenses

Down

$164,165

Down $15,550 (-8.7%) from 2020

Net Income

Up

$36,368

Up $100,932 (+156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$341,822
Liabilities$0
Net Assets$341,822
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$200,533
Expenses$164,165
Net Income$36,368
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$202,994
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$212,517$268,953▲ $56,436
Pledges and Grants Receivable$47,326$68,385▲ $21,059
Cash and Non-Interest-Bearing Accounts$3,316$4,484▲ $1,168
Total Assets$263,159$341,822▲ $78,663
Liabilities
Grants Payable$4,300--
Total Liabilities$4,300$0▼ $4,300
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$179,871$245,957▲ $66,086
Net Assets With Donor Restrictions$78,988$95,865▲ $16,877
Total Net Assets Fund Balance$258,859$341,822▲ $82,963
Total Liabilities and Net Assets / Fund Balance$263,159$341,822▲ $78,663

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$95,865--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$78,988-▲ $17,318-$95,865
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
Compensation and Service Providers
Top Officer Pay77th 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
$156,071
Program Service Revenue
$0
Investment Income
$3,403
Other Revenue
$41,059
All Other Contributions
$156,071
Change in Net Assets
$36,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,085
Other Expenses$4,080
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,085--$160,085
Fees for Services Accounting-$2,300-$2,300
Fees for Service Investment Mgmnt Fees-$1,680-$1,680
Other Expenses-$100-$100
Total Functional Expenses$160,085$4,080$0$164,165
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mayan Families FoundationSan Diego, CA--$86,933
Columbus City SchoolsColumbus, OH--$27,360
Upper Arlington City School DistricUpper Arlington, OH--$16,667
Ywca ColumbusColumbus, OH--$5,600
The Rotary Found of Rotary IntlEvanston, IL--$5,325
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,520
Fundraising Direct Expenses$2,461
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$43,520$43,520$329$43,191
Total Events$43,520$43,520$2,461$41,059
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
2022-05-11
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
1550 OLD HENDERSON ROAD STE 100, 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENT ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 1 - THE ORGANIZATION USES THE MODIFIED ACCRUAL METHOD OF ACCOUNTING
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$341,822
Liabilities
$0
Net assets
$341,822
Revenue
$200,533
Expenses
$164,165
Net income
$36,368
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