Civic Intelligence

Marietta Rotary Foundation

990 • Fiscal year 2016 • EIN 31-1653987

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-74%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$412,644

Up $21,598 (+5.5%) from 2014

Net Assets

Up

$412,644

Up $21,598 (+5.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin6th percentile

Revenue

Down

$16,590

Down $54,770 (-77%) from 2014

Expenses

Down

$28,806

Down $9,620 (-25%) from 2014

Net Income

Down

-$12,216

Down $45,150 (-137%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2016

Assets$412,644
Liabilities$0
Net Assets$412,644
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

2016

Revenue$16,590
Expenses$28,806
Net Income-$12,216
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$16,590
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$401,889$412,644▲ $10,755
Investments in Publicly Traded Securities$379,646$393,794▲ $14,148
Savings and Temporary Cash Investments$22,243$18,850▼ $3,393
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$401,889$412,644▲ $10,755
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$401,889$412,644▲ $10,755
Total Liabilities and Net Assets / Fund Balance$401,889$412,644▲ $10,755
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Robert KirkbrideChairman
Kin BrewerVice Chairman
Heather AllenderTrustee
Jacky MinerTrustee
John FlanneryTrustee
Suzy ZumwaldeTrustee
Colleen CookSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,991
Program Service Revenue
$0
Investment Income
$5,599
Other Revenue
$0
All Other Contributions
$4,733
Change in Net Assets
$-12,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,125
Other Expenses$13,681
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,125--$15,125
Fees for Service Investment Mgmnt Fees$3,116--$3,116
Fees for Services Accounting$700--$700
Other Expenses$100--$100
Total Functional Expenses$28,806$0$0$28,806
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
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 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
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Kirkbride
Formed
1999
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
PERRY & ASSOCIATES CPA'S AC
Address
313 SECOND STREET, MARIETTA, OH 45750
Preparer
Jeffery E Brooks CPA
Phone
7403730056
Raw XML Appendix381 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FINANCE SCHOLARSHIPS, GRANTS, AND GIFTS, LOCAL AND YOUTH ACTIVITIES, AND OTHER PROJECTS, SUCH AS SAFETYTOWN, IN MARIETTA THAT BENEFIT THE COMMUNITY.
IRS990/AllOtherContributionsAmt04733
IRS990/BooksInCareOfDetail/PersonNm0ERIC ERB
IRS990/BooksInCareOfDetail/PhoneNum07403767577
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0138 PUTNAM STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARIETTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045750
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010991
IRS990/CYGrantsAndSimilarPaidAmt015125
IRS990/CYInvestmentIncomeAmt05599
IRS990/CYOtherExpensesAmt013681
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-12216
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt028806
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016590
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SAFETYTOWN OPERATIONS - SAFETY EDUCATION FOR PRESCHOOL CHILDREN INCLUDING FIRE PREVENTION AND PEDESTRATION SAFETY. THE PROGRAM SERVES OVER 200 CHILDREN ANNUALLY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09765
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0700
IRS990/FeesForServicesAccountingGrp/TotalAmt0700
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03116
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03116
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT KIRKBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm1COLLEEN COOK
IRS990/Form990PartVIISectionAGrp/PersonNm2KIN BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm3SUZY ZUMWALDE
IRS990/Form990PartVIISectionAGrp/PersonNm4JACKY MINER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FLANNERY
IRS990/Form990PartVIISectionAGrp/PersonNm6HEATHER ALLENDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015125
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015125
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt016590
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt05599
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05599
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0379646
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0393794
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FINANCE SCHOLARSHIPS, GRANTS, AND GIFTS, LOCAL AND YOUTH ACTIVITIES, AND OTHER PROJECTS, SUCH AS SAFETYTOWN, IN MARIETTA THAT BENEFIT THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0401889
IRS990/NetAssetsOrFundBalancesEOYAmt0412644
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt022971
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SAFETYTOWN EXPENSES
IRS990/OtherExpensesGrp/Desc1OHIO FILING FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt09765
IRS990/OtherExpensesGrp/ProgramServicesAmt1100
IRS990/OtherExpensesGrp/TotalAmt09765
IRS990/OtherExpensesGrp/TotalAmt1100
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT KIRKBRIDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013625
IRS990/ProgSrvcAccomActy2Grp/GrantAmt013625
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS - SAFETYTOWN VOLUNTEERS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03916
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt05599
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt063131
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013500
IRS990/PYInvestmentIncomeAmt018802
IRS990/PYOtherExpensesAmt036234
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032199
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt049734
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt081933
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-12216
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt06258
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0401889
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0412644
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022243
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018850
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 DONATION 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.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0157634
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05599
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013768
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096013
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06782
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/OtherIncome170Grp/TotalAmt029
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23970
IRS990ScheduleA/PublicSupportPY170Pct00.21920
IRS990ScheduleA/PublicSupportTotal170Amt060806
IRS990ScheduleA/SubstantialContributorsTotAmt096828
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010249
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0157634
IRS990ScheduleA/TotalSupportAmt0253676
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
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113625
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR SAFETYTOWN WORKERS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COMPETITIVE SCHOLARSHIPS FOR LOCAL STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt18
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.
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/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL MARIETTA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045750
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
IRS990/TotalAssetsBOYAmt0401889
IRS990/TotalAssetsEOYAmt0412644
IRS990/TotalAssetsGrp/BOYAmt0401889
IRS990/TotalAssetsGrp/EOYAmt0412644
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010991
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028806
IRS990/TotalFunctionalExpensesGrp/TotalAmt028806
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0401889
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0412644
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt03916
IRS990/TotalOtherProgSrvcRevenueAmt05599
IRS990/TotalProgramServiceExpensesAmt028806
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05599
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016590
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0401889
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0412644
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/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07403735455
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIETTA ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0311653987
ReturnHeader/Filer/PhoneNum07403735455
ReturnHeader/Filer/USAddress/AddressLine1Txt0424 SECOND ST
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045750
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FCDEFDA94A6475706C9796B31F657AA244A599EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0377EC3CD16B15F05BDA7AA1564D8D46B6A113B7F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.219.83.6
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:35:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550771624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERRY & ASSOCIATES CPA'S AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0313 SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045750
ReturnHeader/PreparerPersonGrp/PhoneNum07403730056
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY E BROOKS CPA
ReturnHeader/ReturnTs02017-11-15T11:27:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,644
Liabilities
$0
Net assets
$412,644
Revenue
$16,590
Expenses
$28,806
Net income
-$12,216
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
2016Detailed filing. Detailed filing data is available for this year.$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