Civic Intelligence

Upper Arlington Rotary Charitable Foundation C/O Andrew Livingston

990 • Fiscal year 2022 • EIN 31-1289089

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.9%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$311,519

Down $30,303 (-8.9%) from 2021

Net Assets

Down

$311,519

Down $30,303 (-8.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin23rd percentile

Revenue

Down

$121,506

Down $79,027 (-39%) from 2021

Expenses

Down

$138,728

Down $25,437 (-15%) from 2021

Net Income

Down

-$17,222

Down $53,590 (-147%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2022

Assets$311,519
Liabilities$0
Net Assets$311,519
Open 2022 Filing

Operations Trend

Revenue Growth14th 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

2022

Revenue$121,506
Expenses$138,728
Net Income-$17,222
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.0
Gross Receipts
$142,718
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$268,953$200,376▼ $68,577
Pledges and Grants Receivable$68,385$108,798▲ $40,413
Cash and Non-Interest-Bearing Accounts$4,484$2,345▼ $2,139
Total Assets$341,822$311,519▼ $30,303
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$245,957$224,837▼ $21,120
Net Assets With Donor Restrictions$95,865$86,682▼ $9,183
Total Net Assets Fund Balance$341,822$311,519▼ $30,303
Total Liabilities and Net Assets / Fund Balance$341,822$311,519▼ $30,303

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$86,682--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$95,865-▼ $8,683-$86,682
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
Compensation and Service Providers
Top Officer Pay78th 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
$78,672
Program Service Revenue
$0
Investment Income
$3,421
Other Revenue
$39,413
All Other Contributions
$78,672
Change in Net Assets
$-17,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,442
Other Expenses$3,286
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,442--$135,442
Fees for Service Investment Mgmnt Fees-$1,926-$1,926
Fees for Services Accounting-$1,260-$1,260
Other Expenses-$100-$100
Total Functional Expenses$135,442$3,286$0$138,728
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mayan Families FoundationSan Diego, CA--$65,000
Upper Arlington City School DistricUpper Arlington, OH--$16,667
Homeless Families FoundationColumbus, OH--$9,575
Bonsforgood Charities IncColumbus, OH--$7,375
Habitat for Humanity-midohioColumbus, OH--$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,625
Fundraising Direct Expenses$21,212
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$60,625$60,625$1,523$59,102
Total Events$60,625$60,625$21,212$39,413
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
2023-05-15
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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2HOMELESS FAMILIES FOUNDATION
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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/BuildTS02023-04-26 12:10:37Z
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,519
Liabilities
$0
Net assets
$311,519
Revenue
$121,506
Expenses
$138,728
Net income
-$17,222
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