Civic Intelligence

Athens Rotary Foundation

990 • Fiscal year 2014 • EIN 31-1600581

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

507 Richland Ave Suite 300Athens, OH 45701

(740) 592-2906

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-1.1%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$281,338

Up $20,211 (+7.7%) from 2013

Net Assets

Up

$281,338

Up $20,211 (+7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$34,127

Down $372 (-1.1%) from 2013

Expenses

Down

$13,916

Down $32,716 (-70%) from 2013

Net Income

Up

$20,211

Up $32,344 (+267%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $250,756Liabilities 2011: $0Net Assets 2011: $250,7562011Assets 2012: $273,260Liabilities 2012: $0Net Assets 2012: $273,2602012Assets 2013: $261,127Liabilities 2013: $0Net Assets 2013: $261,1272013Assets 2014: $281,338Liabilities 2014: $0Net Assets 2014: $281,3382014Assets 2020: $653,634Liabilities 2020: $0Net Assets 2020: $653,6342020Assets 2024: $761,234Liabilities 2024: $0Net Assets 2024: $761,2342024

Highlighted filing

2014

Assets$281,338
Liabilities$0
Net Assets$281,338

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $40,2832011Expenses 2012: $17,2032012Revenue 2013: $34,499Expenses 2013: $46,632Net Income 2013: -$12,1332013Revenue 2014: $34,127Expenses 2014: $13,916Net Income 2014: $20,2112014Revenue 2020: $313,840Expenses 2020: $31,653Net Income 2020: $282,1872020Revenue 2024: $93,640Expenses 2024: $34,613Net Income 2024: $59,0272024

Highlighted filing

2014

Revenue$34,127
Expenses$13,916
Net Income$20,211
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$34,127
Mission and Program Overview

Mission

To provide grants to charitable or educational organizations for projects undertaken by the athens rotary club

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$250,122$273,018▲ $22,896
Cash and Non-Interest-Bearing Accounts$11,005$8,320▼ $2,685
Total Assets$261,127$281,338▲ $20,211
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$261,127$281,338▲ $20,211
Total Net Assets Fund Balance$261,127$281,338▲ $20,211
Total Liabilities and Net Assets / Fund Balance$261,127$281,338▲ $20,211
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen HarveyPresident
Diane McveySecretary
Dave DiggleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,402
Program Service Revenue
$0
Investment Income
$14,725
Other Revenue
$0
All Other Contributions
$19,402
Change in Net Assets
$20,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,649
Other Expenses$267
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,649--$13,649
Office Expenses-$267-$267
Total Functional Expenses$13,649$267$0$13,916
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Organizations---$13,649
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Athens Rotary Foundation
EIN
31-1600581
Phone
7405922906
Address
507 RICHLAND AVE SUITE 300, ATHENS, OH 45701

Signing Officer

Name
David Diggle
Title
Treasurer
Phone
7405922906
Signed
2015-11-10

Organization Details

Principal Officer
David Diggle
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Cotner Cooley Clark & Sharp LLC
Address
507 RICHLAND AVE 300 MORRISON CTR, ATHENS, OH 45701
Preparer
Donald B Cooley
Phone
7405922906
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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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