Civic Intelligence

Upper Arlington Rotary Charitable Foundation C/O Andrew Livingston

990 • Fiscal year 2024 • EIN 31-1289089

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-42%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-13%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$297,292

Down $45,841 (-13%) from 2023

Net Assets

Down

$297,292

Down $45,841 (-13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin11th percentile

Revenue

Down

$133,872

Down $60,485 (-31%) from 2023

Expenses

Up

$190,075

Up $14,704 (+8.4%) from 2023

Net Income

Down

-$56,203

Down $75,189 (-396%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2024

Assets$297,292
Liabilities$0
Net Assets$297,292
Open 2024 Filing

Operations Trend

Revenue Growth18th 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

2024

Revenue$133,872
Expenses$190,075
Net Income-$56,203
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$142,231
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$199,305$205,077▲ $5,772
Pledges and Grants Receivable$136,733$83,156▼ $53,577
Cash and Non-Interest-Bearing Accounts$7,095$9,059▲ $1,964
Total Assets$343,133$297,292▼ $45,841
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$249,875$193,036▼ $56,839
Net Assets With Donor Restrictions$93,258$104,256▲ $10,998
Total Net Assets Fund Balance$343,133$297,292▼ $45,841
Total Liabilities and Net Assets / Fund Balance$343,133$297,292▼ $45,841

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,821--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$93,258-▲ $11,120-$104,256
2022$86,682-▲ $7,012-$93,258
2021$95,865-▼ $8,683-$86,682
2020$78,988-▲ $17,318-$95,865
2019$76,490-▲ $2,902-$78,988
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Richard SimpsonPresident /s
Bill CloydTrustee
Steve LichtblauTrustee
Steve RishTrustee
Andrew LivingstonV Pres / Tre
Revenue and Support

Revenue Composition

Contributions and Grants
$106,420
Program Service Revenue
$0
Investment Income
$6,028
Other Revenue
$21,424
All Other Contributions
$106,420
Change in Net Assets
$-56,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$186,942
Other Expenses$3,133
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,942--$186,942
Fees for Services Accounting-$1,750-$1,750
Fees for Service Investment Mgmnt Fees-$1,191-$1,191
Other Expenses-$100-$100
Office Expenses-$92-$92
Total Functional Expenses$186,942$3,133$0$190,075
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Natun GuatemalaLaguna Beach, CA501c3-$74,350
Upper Arlington Community FoundatioUpper Arlington, OHGov-$21,000
Upper Arlington City School DistricUpper Arlington, OH--$16,667
Bonsforgood Charities IncColumbus, OH501c3-$12,500
2nd & 7Columbus, OH--$6,800
SANTA'S SILENT HELPERS OF COLUMBUSColumbus, 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$29,783
Fundraising Direct Expenses$8,359
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$29,783$29,783$290$29,493
Total Events$29,783$29,783$8,359$21,424
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
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Livingston
Formed
1972
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Arvo Advisors Inc
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”

Raw XML Appendix400 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/AllOtherContributionsAmt0106420
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/BOYAmt07095
IRS990/CashNonInterestBearingGrp/EOYAmt09059
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0106420
IRS990/CYGrantsAndSimilarPaidAmt0186942
IRS990/CYInvestmentIncomeAmt06028
IRS990/CYOtherExpensesAmt03133
IRS990/CYOtherRevenueAmt021424
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-56203
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0190075
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0133872
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/BOYAmt093258
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0104256
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0112592
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01750
IRS990/FeesForServicesAccountingGrp/TotalAmt01750
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01191
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01191
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW LIVINGSTON
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL CLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE LICHTBLAU
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE RISH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT /S
IRS990/Form990PartVIISectionAGrp/TitleTxt1V PRES / TRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt08359
IRS990/FundraisingGrossIncomeAmt029783
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0112592
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0186942
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0186942
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0142231
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06028
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0199305
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0205077
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/NetAssetsOrFundBalancesBOYAmt0343133
IRS990/NetAssetsOrFundBalancesEOYAmt0297292
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt021424
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021424
IRS990/NetUnrlzdGainsLossesInvstAmt010362
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0249875
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0193036
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt092
IRS990/OfficeExpensesGrp/TotalAmt092
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0OHIO CHARITABLE REGISTRAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0136733
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt083156
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/ExpenseAmt074350
IRS990/ProgSrvcAccomActy2Grp/GrantAmt074350
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102226
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0172290
IRS990/PYInvestmentIncomeAmt04196
IRS990/PYOtherExpensesAmt03081
IRS990/PYOtherRevenueAmt087935
IRS990/PYRevenuesLessExpensesAmt018986
IRS990/PYTotalExpensesAmt0175371
IRS990/PYTotalRevenueAmt0194357
IRS990/ReconcilationRevenueExpnssAmt0-56203
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME - DINNER AUCTION 233,935
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0102226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078672
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0553879
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04661
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021709
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021709
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt029783
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0100007
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt060625
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt043520
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0233935
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68420
IRS990ScheduleA/PublicSupportPY170Pct00.64430
IRS990ScheduleA/PublicSupportTotal170Amt0553879
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0102226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078672
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0156071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110490
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0553879
IRS990ScheduleA/TotalSupportAmt0809523
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/AdministrativeExpensesAmt0487
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt093258
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0104256
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011120
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0436
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt086682
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt093258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07012
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt095865
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt086682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8683
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0441
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt078988
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt095865
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0404
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt076490
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt078988
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02902
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0104256
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1100821
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COLUMBUS FOUNDATION ENDOWMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COLUMBUS FOUNDATION 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/TotalBookValueSecuritiesAmt0205077
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08359
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07556
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029783
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021424
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0290
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0290
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0513
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0513
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt121000
IRS990ScheduleI/RecipientTable/CashGrantAmt274350
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt416667
IRS990ScheduleI/RecipientTable/CashGrantAmt56800
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BONSFORGOOD CHARITIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UPPER ARLINGTON COMMUNITY FOUNDATIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NATUN GUATEMALA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SANTA'S SILENT HELPERS OF COLUMBUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UPPER ARLINGTON CITY SCHOOL DISTRIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt52ND & 7
IRS990ScheduleI/RecipientTable/RecipientEIN0833234283
IRS990ScheduleI/RecipientTable/RecipientEIN1205860971
IRS990ScheduleI/RecipientTable/RecipientEIN2208433997
IRS990ScheduleI/RecipientTable/RecipientEIN3311158395
IRS990ScheduleI/RecipientTable/RecipientEIN4316401046
IRS990ScheduleI/RecipientTable/RecipientEIN5311756363
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01817 LAKE SHORE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13600 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21968 S COAST HWY 1904
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31540 CARDIFF ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41619 ZOLLINGER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt57949 N HIGH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0SUITE B
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LAGUNA BEACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm3COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd292651
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd343221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd443221
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd543235
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/TotalAssetsBOYAmt0343133
IRS990/TotalAssetsEOYAmt0297292
IRS990/TotalAssetsGrp/BOYAmt0343133
IRS990/TotalAssetsGrp/EOYAmt0297292
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0106420
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186942
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190075
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343133
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297292
IRS990/TotalProgramServiceExpensesAmt0186942
IRS990/TotalRevenueGrp/ExclusionAmt021424
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0133872
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0343133
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297292
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01704 SUNDRIDGE DRIVE
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043221
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW LIVINGSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRES / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144803066
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311401523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARVO ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01550 OLD HENDERSON ROAD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043220
ReturnHeader/PreparerPersonGrp/PhoneNum06144593182
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK P MURPHY
ReturnHeader/ReturnTs02025-05-13T13:24:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,292
Liabilities
$0
Net assets
$297,292
Revenue
$133,872
Expenses
$190,075
Net income
-$56,203
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