Civic Intelligence

Marietta Rotary Foundation

990 • Fiscal year 2014 • EIN 31-1653987

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 20, 2015

Organization ProfileN/A
424 Second StMarietta, OH 45750

(740) 373-5455

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

91st percentile

46%

Higher net margin than 91% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

$391,046

No earlier filing loaded for comparison.

Net Assets

$391,046

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

$71,360

No earlier filing loaded for comparison.

Expenses

$38,426

No earlier filing loaded for comparison.

Net Income

$32,934

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$391,046
Liabilities$0
Net Assets$391,046
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$71,360
Expenses$38,426
Net Income$32,934
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 20, 2015
Return Version
2014v5.0
Gross Receipts
$71,360
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$363,170$391,046▲ $27,876
Investments in Publicly Traded Securities$338,483$353,064▲ $14,581
Savings and Temporary Cash Investments$24,687$37,982▲ $13,295
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$363,170$391,046▲ $27,876
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$363,170$391,046▲ $27,876
Total Liabilities and Net Assets / Fund Balance$363,170$391,046▲ $27,876
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Charles WeselChairman
Robert KirkbrideVice-chairman
Heather AllenderTrustee
Kathy SchalitzTrustee
Kin BrewerTrustee
Ruth BroughtonTrustee
Colleen CookSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,339
Program Service Revenue
$999
Investment Income
$31,022
Other Revenue
$0
All Other Contributions
$29,622
Change in Net Assets
$32,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,326
Grants and Similar Amounts Paid$12,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,100--$12,100
Fees for Service Investment Mgmnt Fees$2,811--$2,811
Fees for Services Accounting$700--$700
Other Expenses$100--$100
Total Functional Expenses$38,426$0$0$38,426
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
Yes
Audit committee
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 A, Line 8B

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

Form 990, Part VI, Section B, Line 11

“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
2015-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Wesel
Formed
1999
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
175

Preparer

Firm
PERRY & ASSOCIATES CPA'S AC
Address
428 SECOND STREET, MARIETTA, OH 45750
Preparer
Joel E Erb
Phone
7403730056
Raw XML Appendix390 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE MARIETTA ROTARY FOUNDATION IS A PUBLIC ORGANIZATION THAT SOLICITS DONATIONS FROM THE GENERAL PUBLIC THROUGHOUT THE YEAR. THE FOUNDATION PROVIDES SERVICES TO THE YOUTH OF THE COMMUNITY THROUGH A PROGRAM CALLED SAFETYTOWN IN WHICH APPROXIMATELY 200 CHILDREN PER YEAR ARE TAUGHT ABOUT SAFETY IN THEIR DAY TO DAY LIVES THROUGH DEMONSTRATIONS PROVIDED BY POLICE OFFICERS, FIREFIGHTERS, MEDICAL, VETERINARY AND OTHER SAFETY PROFESSIONALS. THE FOUNDATION ALSO PROVIDES POST SECONDARY SCHOLARSHIPS ANNUALLY TO MEMBERS OF THE COMMUNITY BASED ON ACADEMICS, SCHOOL AND COMMUNITY INVOLVEMENT. ONE MAIN ACTIVITY FOR WHICH THE FOUNDATION RECEIVES ITS SUPPORT IS THROUGH CONTRIBUTIONS FROM SAFETYTOWN ATTENDEES. THE ORGANIZATION ALSO CONDUCTS FUNDRAISING EVENTS AND ACCEPTS DONATIONS FROM THE GENERAL PUBLIC WHICH HAVE BEEN INCREASING DURING THE LAST FIVE YEARS. THE FOUNDATION'S BOARD IS MADE UP OF CITIZENS OF THE COMMUNITY FROM A VARIETY OF PROFESSIONS AND OCCUPATIONS WHO REPRESENT THE INTERESTS AND VIEWS OF THE PEOPLE IN THE AREA IN THE ACTIVITIES CARRIED OUT BY THE ORGANIZATION.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COMPETITIVE SCHOLARSHIPS FOR LOCAL STUDENTS
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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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316050623
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTION OF SOCIAL WELFARE LOCALLY AND WORLDWIDE THROUGH VARIOUS ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0C/O MICHELLE BROOKER 132 S FOURTH S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MARIETTA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0391046
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt038426
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IRS990/TotalOtherProgSrvcRevenueAmt032021
IRS990/TotalProgramServiceExpensesAmt038426
IRS990/TotalProgramServiceRevenueAmt0999
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032021
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071360
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045750
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07403735455
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIETTA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0311653987
ReturnHeader/Filer/PhoneNum07403735455
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ReturnHeader/Filer/USAddress/ZIPCd045750
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550771624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERRY & ASSOCIATES CPA'S AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0428 SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045750
ReturnHeader/PreparerPersonGrp/PhoneNum07403730056
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL E ERB
ReturnHeader/ReturnTs02015-03-30T14:16:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,046
Liabilities
$0
Net assets
$391,046
Revenue
$71,360
Expenses
$38,426
Net income
$32,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.63$0.42$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.00$5.19$0.83$0.85$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.00$6.14$1.42$1.01$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.70$0.77$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.33$0.31$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.61$0.26$0.36
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.17$0.29$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.71$0.38$0.33