Civic Intelligence

Marietta Rotary Foundation

EIN 31-1653987 • 501(c)3 • Marietta, OH

Profile

Finance scholarships, grants, and gifts, local and youth activities, and other projects, such as safetytown, in marietta that benefit the community.

424 Second StMarietta, OH 45750

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

57%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$638,996

Up $120,326 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$638,996

Up $120,326 (+23%) from 2022

Revenue

Down

$62,693

Down $19,840 (-24%) from 2022

Expenses

Down

$42,489

Down $42,099 (-50%) from 2022

Net Income

Up

$20,204

Up $22,259 (+1083%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $391,046Liabilities 2014: $0Net Assets 2014: $391,0462014Assets 2016: $412,644Liabilities 2016: $0Net Assets 2016: $412,6442016Assets 2018: $436,487Liabilities 2018: $0Net Assets 2018: $436,4872018Assets 2019: $506,372Liabilities 2019: $0Net Assets 2019: $506,3722019Assets 2020: $552,226Liabilities 2020: $0Net Assets 2020: $552,2262020Assets 2021: $613,579Liabilities 2021: $0Net Assets 2021: $613,5792021Assets 2022: $518,670Liabilities 2022: $0Net Assets 2022: $518,6702022Assets 2024: $638,996Liabilities 2024: $0Net Assets 2024: $638,9962024

Highlighted filing

2024

Assets$638,996
Liabilities$0
Net Assets$638,996

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $71,360Expenses 2014: $38,426Net Income 2014: $32,9342014Revenue 2016: $16,590Expenses 2016: $28,806Net Income 2016: -$12,2162016Revenue 2018: $61,469Expenses 2018: $25,515Net Income 2018: $35,9542018Revenue 2019: $32,599Expenses 2019: $31,276Net Income 2019: $1,3232019Revenue 2020: $69,709Expenses 2020: $76,943Net Income 2020: -$7,2342020Revenue 2021: $142,092Expenses 2021: $101,059Net Income 2021: $41,0332021Revenue 2022: $82,533Expenses 2022: $84,588Net Income 2022: -$2,0552022Revenue 2024: $62,693Expenses 2024: $42,489Net Income 2024: $20,2042024

Highlighted filing

2024

Revenue$62,693
Expenses$42,489
Net Income$20,204

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Gross Receipts
$82,533
Mission and Program Overview

Mission

Finance scholarships, grants, and gifts, local and youth activities, and other projects, safetytown, in marietta that benefit the community, and also support projects of the rotary club of marietta and rotary international.

Finance scholarships, grants, and gifts, local and youth activities, and other projects, safetytown, in marietta that benefit the community, and also support projects of the marietta rotary club and rotary international.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$613,579$518,670▼ $94,909
Investments in Publicly Traded Securities$600,295$487,114▼ $113,181
Savings and Temporary Cash Investments$13,284$31,556▲ $18,272
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$613,579$518,670▼ $94,909
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$613,579$518,670▼ $94,909
Total Liabilities and Net Assets / Fund Balance$613,579$518,670▼ $94,909
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert KirkbrideChairman
Kin BrewerVice Chairman
Jacky MinerTrustee
John FlanneryTrustee
Terry RataiczakTrustee
Tony HuffmanTrustee
Colleen CookSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,793
Program Service Revenue
$0
Investment Income
$2,740
Other Revenue
$0
All Other Contributions
$6,597
Change in Net Assets
$-2,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,562
Grants and Similar Amounts Paid$41,026
Total Fundraising Expense$31,430
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$21,500--$21,500
Grants to Domestic Orgs$19,526--$19,526
Fees for Service Investment Mgmnt Fees$4,280--$4,280
Office Expenses$3,951--$3,951
Other Expenses$1,950-$5,455$1,950
Fees for Services Accounting$1,100--$1,100
Occupancy--$928$928
Insurance$743--$743
Advertising$108--$108
Total Functional Expenses$53,158$0$31,430$84,588
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Improvement Assistance - Various Entities--Betterment of the Local Community and Communities Affected by Disasters$19,526
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reverse Raffle$42,547-$1,994-
Golf Outing$28,725-$4,860-
Total Events$71,272-$31,429$-31,429
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no special committees. All actions and activities have direct board oversight.

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

Form 990 is provided to the secretary/treasurer and distributed to the board for review before filing.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Marietta Rotary Foundation
EIN
31-1653987
Phone
7403735455
Address
424 SECOND ST, MARIETTA, OH 45750

Signing Officer

Name
Colleen Cook
Title
Secretary/treasurer
Phone
7403735455
Signed
2023-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Kirkbride
Formed
1999
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Perry & Associates Cpas Ac
Address
313 2ND STREET, MARIETTA, OH 45750
Preparer
Joshua F Wine Ea
Phone
7403730056
Raw XML AppendixShowing 400 of 432 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.

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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0928
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0928
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COMPETITIVE SCHOLARSHIPS FOR LOCAL STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/RecipientTable/CashGrantAmt019526
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BETTERMENT OF THE LOCAL COMMUNITY AND COMMUNITIES AFFECTED BY DISASTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY IMPROVEMENT ASSISTANCE - VARIOUS ENTITIES
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS FOR SAFETYTOWN WORKERS ARE AWARDED TO STUDENTS WHO USE THOSE FUNDS TO PAY EDUCATION RELATED EXPENSES. COMPETITIVE SCHOLARSHIPS FOR LOCAL STUDENTS FUNDS ARE GIVEN DIRECTLY TO THE SCHOOLS IN PAYMENT OF EDUCATION RELATED EXPENSES. ASSISTANCE PROVIDED TO BETTER THE COMMUNITY INCLUDING RELIEF AND RESTORATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SPECIAL COMMITTEES. ALL ACTIONS AND ACTIVITIES HAVE DIRECT BOARD OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE SECRETARY/TREASURER AND DISTRIBUTED TO THE BOARD FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MARIETTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROTARY CLUB OF MARIETTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316050623
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1311332100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE PROMOTION OF SOCIAL WELFARE LOCALLY AND WORLDWIDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1COMMUNITY AND INTERNAL SERVICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0132 S FOURTH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 206
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MARIETTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MARIETTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045750
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145750
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01526
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY CLUB OF MARIETTA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0613579
IRS990/TotalAssetsEOYAmt0518670
IRS990/TotalAssetsGrp/BOYAmt0613579
IRS990/TotalAssetsGrp/EOYAmt0518670
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079793
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt031430
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053158
IRS990/TotalFunctionalExpensesGrp/TotalAmt084588
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0613579
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0518670
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt012132
IRS990/TotalOtherProgSrvcRevenueAmt02740
IRS990/TotalProgramServiceExpensesAmt053158
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02740
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt082533
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0613579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0518670
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0424 SECOND ST
IRS990/USAddress/CityNm0MARIETTA
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045750
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

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