Civic Intelligence

Rotary International Dublin Am Rotary Club

990 • Fiscal year 2017 • EIN 31-1301839

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

PO Box 0671Dublin, OH 43017-0617

(614) 413-4000

Siviq Scores

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

Liabilities / Assets

88th percentile

0.34x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-60%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

6th percentile

-50%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$44,434

Down $43,634 (-50%) from 2016

Net Assets

Down

$29,117

Down $56,788 (-66%) from 2016

Liabilities

Up

$15,317

Up $13,154 (+608%) from 2016

Revenue

Down

$72,653

Down $91,019 (-56%) from 2016

Expenses

Down

$116,342

Down $5,384 (-4.4%) from 2016

Net Income

Down

-$43,689

Down $85,635 (-204%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $38,840Liabilities 2010: $1,206Net Assets 2010: $37,6342010Assets 2011: $35,112Liabilities 2011: $1,854Net Assets 2011: $33,2582011Assets 2012: $46,800Liabilities 2012: $1,950Net Assets 2012: $44,8502012Assets 2013: $63,121Liabilities 2013: $1,486Net Assets 2013: $61,6352013Assets 2014: $45,532Liabilities 2014: $1,680Net Assets 2014: $43,8522014Assets 2016: $88,068Liabilities 2016: $2,163Net Assets 2016: $85,9052016Assets 2017: $44,434Liabilities 2017: $15,317Net Assets 2017: $29,1172017Assets 2018: $43,385Liabilities 2018: $15,063Net Assets 2018: $28,3222018Assets 2019: $41,349Liabilities 2019: $14,422Net Assets 2019: $26,9272019Assets 2020: $45,230Liabilities 2020: $18,343Net Assets 2020: $26,8872020Assets 2021: $33,549Liabilities 2021: $18,210Net Assets 2021: $15,3392021Assets 2022: $27,034Liabilities 2022: $12,195Net Assets 2022: $14,8392022Assets 2023: $16,851Liabilities 2023: $1,384Net Assets 2023: $15,4672023Assets 2025: $13,884Liabilities 2025: $1,121Net Assets 2025: $12,7632025

Highlighted filing

2017

Assets$44,434
Liabilities$15,317
Net Assets$29,117

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $96,405Expenses 2010: $106,201Net Income 2010: -$9,7962010Revenue 2011: $105,456Expenses 2011: $100,146Net Income 2011: $5,3102011Revenue 2012: $110,999Expenses 2012: $93,484Net Income 2012: $17,5152012Revenue 2013: $131,440Expenses 2013: $114,655Net Income 2013: $16,7852013Revenue 2014: $80,851Expenses 2014: $98,634Net Income 2014: -$17,7832014Revenue 2016: $163,672Expenses 2016: $121,726Net Income 2016: $41,9462016Revenue 2017: $72,653Expenses 2017: $116,342Net Income 2017: -$43,6892017Revenue 2018: $112,508Expenses 2018: $113,303Net Income 2018: -$7952018Revenue 2019: $100,559Expenses 2019: $99,612Net Income 2019: $9472019Revenue 2020: $104,308Expenses 2020: $104,348Net Income 2020: -$402020Revenue 2021: $68,644Expenses 2021: $80,589Net Income 2021: -$11,9452021Revenue 2022: $101,954Expenses 2022: $102,546Net Income 2022: -$5922022Revenue 2023: $104,888Expenses 2023: $104,260Net Income 2023: $6282023Revenue 2025: $101,437Expenses 2025: $104,959Net Income 2025: -$3,5222025

Highlighted filing

2017

Revenue$72,653
Expenses$116,342
Net Income-$43,689
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$103,069
Mission and Program Overview

Mission

Raising fund to provide community service at home and throughout the world

110 members working together to offer community service here at home and throughout the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,068$44,434▼ $43,634
Rtn Earn Endowment Incm Other Fnds$85,905$29,117▼ $56,788
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$88,068$44,434▼ $43,634
Liabilities
Other Liabilities$1,993$15,147▲ $13,154
Accounts Payable and Accrued Expenses$170$170→ $0
Total Liabilities$2,163$15,317▲ $13,154
Net Assets / Fund Balance
Total Net Assets Fund Balance$85,905$29,117▼ $56,788
Total Liabilities and Net Assets / Fund Balance$88,068$44,434▼ $43,634
Compensation and Service Providers

Board Members and Trustees

NameTitle
tim redmanClub Services Chair
claudia trustyCommunications Chair
Jack Curtiscommunity services chair
peter cushniemembership chair
SARah richardsonvocational services chair
David Bentzyouth services chair
wolgang lantpast president
ramona penland-coylepresident
bonnie coley-malirpresident elect
dwight seeleyvice president
Kent Underwoodat-large board member
Laurie Penlandat-large board member
pete fuhlbriggeat-large board member
Nick Glimsdahlinternational services CHA
richard webersecretary-treasurer
david williamsonsergeant at arms
Revenue and Support

Revenue Composition

Contributions and Grants
$12,862
Program Service Revenue
$55,670
Investment Income
$23
Other Revenue
$4,098
All Other Contributions
$12,862
Change in Net Assets
$-43,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,912
Grants and Similar Amounts Paid$51,430
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,430--$45,430
Payments to Affiliates$16,220--$16,220
Fees for Services Accounting-$9,584-$9,584
Grants to Domestic Individuals$6,000--$6,000
Office Expenses-$1,988-$1,988
All Other Expenses$1,093$674-$1,767
Other Expenses$1,220--$1,220
Advertising$235--$235
Total Functional Expenses$104,096$12,246$0$116,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dublin Rotary Foundation-501 C 3Community Programs$22,000
Community Service Projects- VariousDublin, OH501 C 3Various Community Service$14,330
Rotary InternationalChicago, IL501 C 3International Projects$7,100
Salvation ArmyColumbus, OH501 C 3Christmas$2,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,685
Fundraising Direct Expenses$29,228
Gaming Gross Income$2,349
Gaming Direct Expenses$1,188
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blarney Bash$24,539$24,539$29,228$-4,689
Total Events$24,539$24,539$29,228$-4,689
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Water Purification Project$13,100
angel fund$2,047
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

This organization is a membership organization.

Form 990, Part VI, Section A, line 7A

Annual election of board and officers is held and voted on by the members.

Form 990, Part VI, Section A, line 7B

Governance decision require membership approval.

Form 990, Part VI, Section B, line 11B

990 is presented to the board prior to filing.

Form 990, Part VI, Section C, line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
31-1301839
Phone
6144134000
Address
PO BOX 0671, DUBLIN, OH 43017-0617

Signing Officer

Name
Richard Weber
Title
treasurer
Phone
6144134000
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Weber
Formed
1990
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
103

Preparer

Firm
Rea & Associates Inc
Address
941 Steubenville Ave PO Box 820, Cambridge, OH 43725-0820
Preparer
Mary Elizabeth Wright CPA
Phone
7404325658
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Water purification donations from 2015 to be disbursed at a future period -13,100. Rounding 1.

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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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IRS990/OtherExpensesGrp/ProgramServicesAmt023329
IRS990/OtherExpensesGrp/ProgramServicesAmt18743
IRS990/OtherExpensesGrp/ProgramServicesAmt21826
IRS990/OtherExpensesGrp/ProgramServicesAmt31220
IRS990/OtherExpensesGrp/TotalAmt023329
IRS990/OtherExpensesGrp/TotalAmt18743
IRS990/OtherExpensesGrp/TotalAmt21826
IRS990/OtherExpensesGrp/TotalAmt31220
IRS990/OtherLiabilitiesGrp/BOYAmt01993
IRS990/OtherLiabilitiesGrp/EOYAmt015147
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0miscellaneous income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01480
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01480
IRS990/OtherRevenueTotalAmt01480
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt016220
IRS990/PaymentsToAffiliatesGrp/TotalAmt016220
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD WEBER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0990009
IRS990/ProgramServiceRevenueGrp/BusinessCd1990009
IRS990/ProgramServiceRevenueGrp/Desc0membership dues
IRS990/ProgramServiceRevenueGrp/Desc1program service revenu
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029091
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029091
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126579
IRS990/ProgSrvcAccomActy2Grp/Desc0fellowship activities support encourages members to interact with each other through community service and meet new friends and make lasting relationships.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt052666
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt057150
IRS990/ProgSrvcAccomActy3Grp/Desc0vocational service efforts play a vital role in improving the lives of community members who need direction and expertise. rotarians use their professional skills and experience wherever help is needed.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt094899
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt064450
IRS990/PYInvestmentIncomeAmt0496
IRS990/PYOtherExpensesAmt057276
IRS990/PYOtherRevenueAmt024704
IRS990/PYProgramServiceRevenueAmt043573
IRS990/PYRevenuesLessExpensesAmt041946
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0121726
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0163672
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-43689
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt085905
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt029117
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/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02047
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0angel fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1WATER PURIFICATION PROJECT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt015147
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029228
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLARNEY BASH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024539
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024539
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4689
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029228
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029228
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt07100
IRS990ScheduleI/RecipientTable/CashGrantAmt12000
IRS990ScheduleI/RecipientTable/CashGrantAmt214330
IRS990ScheduleI/RecipientTable/CashGrantAmt322000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 C 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501 C 3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501 C 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0INTERNATIONAL PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHRISTMAS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2VARIOUS COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COMMUNITY PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY SERVICE PROJECTS- VARIOUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DUBLIN ROTARY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0311301839
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt014280 COLLECTIONS CENTER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1966 E MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 0671
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DUBLIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060693
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143205
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243017
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION IS A MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL ELECTION OF BOARD AND OFFICERS IS HELD AND VOTED ON BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNANCE DECISION REQUIRE MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 IS PRESENTED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WATER PURIFICATION DONATIONS FROM 2015 TO BE DISBURSED AT A FUTURE PERIOD -13,100. ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.01$0.13$1.01$1.05$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.01$0.15$1.05$1.04$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.12$0.15$1.02$1.03$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.18$0.15$0.69$0.81$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.18$0.27$1.04$1.04$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.14$0.27$1.01$1.00$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.15$0.28$1.13$1.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.15$0.29$0.73$1.16$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$1.64$1.22$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.02$0.44$0.81$0.99$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$1.31$1.15$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.02$0.45$1.11$0.93$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.02$0.33$1.05$1.00$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.01$0.38$0.96$1.06$0.10