Civic Intelligence

Rotary International Dublin Am Rotary Club

990 • Fiscal year 2024 • EIN 31-1301839

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-1.8%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

2024 filings • 501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-3.9%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$16,502

Down $349 (-2.1%) from 2023

Net Assets

Down

$15,118

Down $349 (-2.3%) from 2023

Liabilities

Flat

$1,384

Flat from 2023

Revenue

Down

$100,846

Down $4,042 (-3.9%) from 2023

Expenses

Down

$102,697

Down $1,563 (-1.5%) from 2023

Net Income

Down

-$1,851

Down $2,479 (-395%) from 2023

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 2024: $16,502Liabilities 2024: $1,384Net Assets 2024: $15,1182024Assets 2025: $13,884Liabilities 2025: $1,121Net Assets 2025: $12,7632025

Highlighted filing

2024

Assets$16,502
Liabilities$1,384
Net Assets$15,118

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 2024: $100,846Expenses 2024: $102,697Net Income 2024: -$1,8512024Revenue 2025: $101,437Expenses 2025: $104,959Net Income 2025: -$3,5222025

Highlighted filing

2024

Revenue$100,846
Expenses$102,697
Net Income-$1,851
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$100,997
Mission and Program Overview

Mission

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

Raising funds to provide community service at home and throughout the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,956$16,106▼ $1,850
Inventories for Sale or Use$396$396→ $0
Total Assets$18,352$16,502▼ $1,850
Liabilities
Other Liabilities$1,384$1,384→ $0
Total Liabilities$1,384$1,384→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,968$15,118▼ $1,850
Total Net Assets Fund Balance$16,968$15,118▼ $1,850
Total Liabilities and Net Assets / Fund Balance$18,352$16,502▼ $1,850
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gene OliverPresident
Peter GeorgitonPresident Elect
Dan SchwegmanVice President
Erin PrescottBoard Member
Kent UnderwoodBoard Member
Kurt BrownBoard Member
Peter CushnieBoard Member
Roberta KayneBoard Member
Sharon KendallBoard Member
Steve SchmittBoard Member
Wolf LantBoard Member
Claudia TrustySecretary
David BentzSergeant at Arms
Richard WeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,539
Program Service Revenue
$28,142
Investment Income
$316
Other Revenue
$-151
Change in Net Assets
$-1,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,770
Grants and Similar Amounts Paid$49,106
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,106--$35,106
Conferences and Meetings$13,765--$13,765
Grants to Domestic Individuals$10,000--$10,000
Fees for Services Accounting-$4,600-$4,600
Foreign Grants$4,000--$4,000
Payments to Affiliates-$3,872-$3,872
All Other Expenses-$3,574-$3,574
Benefits to Members$1,821--$1,821
Other Expenses$7,947$1,055-$1,055
Insurance-$525-$525
Advertising-$299-$299
Office Expenses-$102-$102
Total Functional Expenses$87,357$15,340$0$102,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary International Foundation--Parent Organization Supporting International Charitable Causes.$13,284
Let Me Run--501(c)(3) Organization$5,000
Dublin City Schools (storyworks)--Education Support$4,000
Salvation Army Adopt-a-family--501(c)(3) Organization$3,000
Syntero--501(c)(3) Organization$2,500
Dublin Robotics Boosters--Education Support$2,000
Veterans Charities (5)--501(c)(3) Organizations$1,600
Miracle League--501(c)(3) Organization$750
Dublin Food Pantry--501(c)(3) Organization$600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$151
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Angel Fund$1,384
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, Part VI, Section B, Line 11B

Tax return is reviewed with the board before filing

Form 990, Part VI - Additional Information

This organization is a charitabnle membership organization

Form 990, Part VI - Additional Information

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

Form 990, Part VI - Additional Information

Governance decisions require membership approval

Form 990, Part VI, Section C, Line 18

AVAILABLE UPON REQUEST

Form 990, Part VI, Section C, Line 19

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
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Weber
Formed
1990
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Dublin Advisors LLC
Address
5990 VENTURE DRIVE STE B, DUBLIN, OH 43017
Preparer
David Bentz CPA
Phone
6146741482
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt348
IRS990/ProgSrvcAccomActy2Grp/Desc0SERVICES TO MEET CHARITABLE NEEDS IN THE COMMUNITY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010821
IRS990/ProgSrvcAccomActy2Grp/GrantAmt010821
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04911
IRS990/ProgSrvcAccomActy3Grp/Desc0LITERACY AND OTHER EDUCATION-RELATED SERVICES IN THE COMMUNITY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028947
IRS990/ProgSrvcAccomActy3Grp/GrantAmt021000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt048
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CLUB MEETINGS AND FELLOWSHIP
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt030305
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt023183
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044988
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt049042
IRS990/PYInvestmentIncomeAmt08
IRS990/PYOtherExpensesAmt055218
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt059892
IRS990/PYRevenuesLessExpensesAmt0628
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0104260
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0104888
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1851
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt037000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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/Amt01384
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANGEL FUND
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01384
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt03000
IRS990ScheduleI/RecipientTable/CashGrantAmt12500
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt3750
IRS990ScheduleI/RecipientTable/CashGrantAmt4600
IRS990ScheduleI/RecipientTable/CashGrantAmt54000
IRS990ScheduleI/RecipientTable/CashGrantAmt62000
IRS990ScheduleI/RecipientTable/CashGrantAmt71600
IRS990ScheduleI/RecipientTable/CashGrantAmt813284
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0501(C)(3) ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1501(C)(3) ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2501(C)(3) ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3501(C)(3) ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4501(C)(3) ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5EDUCATION SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6EDUCATION SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7501(C)(3) ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8PARENT ORGANIZATION SUPPORTING INTERNATIONAL CHARITABLE CAUSES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SALVATION ARMY ADOPT-A-FAMILY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SYNTERO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LET ME RUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MIRACLE LEAGUE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DUBLIN FOOD PANTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DUBLIN CITY SCHOOLS (STORYWORKS)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DUBLIN ROBOTICS BOOSTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7VETERANS CHARITIES (5)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ROTARY INTERNATIONAL FOUNDATION
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS REVIEWED WITH THE BOARD BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION IS A CHARITABNLE MEMBERSHIP ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ELECTION OF BOARD AND OFFICERS IS HELD AND VOTED ON BY THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNANCE DECISIONS REQUIRE MEMBERSHIP APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI - ADDITIONAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI - ADDITIONAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI - ADDITIONAL INFORMATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018352
IRS990/TotalAssetsEOYAmt016502
IRS990/TotalAssetsGrp/BOYAmt018352
IRS990/TotalAssetsGrp/EOYAmt016502
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt072539
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015340
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087357
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102697
IRS990/TotalGrossUBIAmt0316
IRS990/TotalLiabilitiesBOYAmt01384
IRS990/TotalLiabilitiesEOYAmt01384
IRS990/TotalLiabilitiesGrp/BOYAmt01384
IRS990/TotalLiabilitiesGrp/EOYAmt01384
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016968
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015118
IRS990/TotalOtherCompensationAmt00

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
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.15$1.01$1.03$0.02
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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