Civic Intelligence

Marietta Rotary Foundation

990 • Fiscal year 2019 • EIN 31-1653987

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 04, 2020

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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

51st percentile

4.1%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$506,372

Up $69,885 (+16%) from 2018

Net Assets

Up

$506,372

Up $69,885 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin51st percentile

Revenue

Down

$32,599

Down $28,870 (-47%) from 2018

Expenses

Up

$31,276

Up $5,761 (+23%) from 2018

Net Income

Down

$1,323

Down $34,631 (-96%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$506,372
Liabilities$0
Net Assets$506,372
Open 2019 Filing

Operations Trend

Revenue Growth6th 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

2019

Revenue$32,599
Expenses$31,276
Net Income$1,323
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 4, 2020
Return Version
2019v5.0
Gross Receipts
$32,599
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$436,487$506,372▲ $69,885
Investments in Publicly Traded Securities$404,443$484,384▲ $79,941
Savings and Temporary Cash Investments$32,044$21,988▼ $10,056
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$436,487$506,372▲ $69,885
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$436,487$506,372▲ $69,885
Total Liabilities and Net Assets / Fund Balance$436,487$506,372▲ $69,885
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$9,458
Program Service Revenue
$0
Investment Income
$23,141
Other Revenue
$0
All Other Contributions
$7,621
Change in Net Assets
$1,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,726
Grants and Similar Amounts Paid$13,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$13,550--$13,550
Other Expenses$13,131--$13,131
Fees for Service Investment Mgmnt Fees$3,860--$3,860
Fees for Services Accounting$735--$735
Total Functional Expenses$31,276$0$0$31,276
Fundraising, Events, and Gaming
Fundraising activities
No
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
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 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 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
2020-02-04
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 CPA'S AC
Address
313 SECOND STREET, MARIETTA, OH 45750
Preparer
Jeffery E Brooks CPA
Phone
7403730056
Raw XML Appendix372 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 DONATION FROM THE GENERAL PUBLIC WHICH HAVE BEEN INCREASING THE PAST FEW 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/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
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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
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ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$506,372
Liabilities
$0
Net assets
$506,372
Revenue
$32,599
Expenses
$31,276
Net income
$1,323
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
2019Detailed filing. Detailed filing data is available for this year.$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