Civic Intelligence

Marietta Rotary Foundation

990 • Fiscal year 2020 • EIN 31-1653987

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 09, 2021

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

55th percentile

9.1%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

114%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$552,226

Up $45,854 (+9.1%) from 2019

Net Assets

Up

$552,226

Up $45,854 (+9.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin23rd percentile

Revenue

Up

$69,709

Up $37,110 (+114%) from 2019

Expenses

Up

$76,943

Up $45,667 (+146%) from 2019

Net Income

Down

-$7,234

Down $8,557 (-647%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$552,226
Liabilities$0
Net Assets$552,226
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$69,709
Expenses$76,943
Net Income-$7,234
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 9, 2021
Return Version
2020v4.1
Gross Receipts
$69,709
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, 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$506,372$552,226▲ $45,854
Investments in Publicly Traded Securities$484,384$535,088▲ $50,704
Savings and Temporary Cash Investments$21,988$17,138▼ $4,850
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$506,372$552,226▲ $45,854
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$506,372$552,226▲ $45,854
Total Liabilities and Net Assets / Fund Balance$506,372$552,226▲ $45,854
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$53,740
Program Service Revenue
$0
Investment Income
$15,969
Other Revenue
$0
All Other Contributions
$50,535
Change in Net Assets
$-7,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,425
Other Expenses$16,518
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$47,125--$47,125
Grants to Domestic Individuals$13,300--$13,300
Other Expenses$11,677--$11,677
Fees for Service Investment Mgmnt Fees$4,041--$4,041
Fees for Services Accounting$800--$800
Total Functional Expenses$76,943$0$0$76,943
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Improvement Assistance - Various Entities--Betterment of Communities Affected by Disasters-
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
2021-06-09
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
Jeffery E Brooks CPA
Phone
7403730056
Raw XML Appendix384 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, SAFETYTOWN, IN MARIETTA THAT BENEFIT THE COMMUNITY, AND ALSO SUPPORT PROJECTS OF THE MARIETTA ROTARY CLUB AND ROTARY INTERNATIONAL.
IRS990/AllOtherContributionsAmt050535
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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/ContriRptFundraisingEventAmt03205
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt053740
IRS990/CYGrantsAndSimilarPaidAmt060425
IRS990/CYInvestmentIncomeAmt015969
IRS990/CYOtherExpensesAmt016518
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7234
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt076943
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt069709
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0800
IRS990/FeesForServicesAccountingGrp/TotalAmt0800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04041
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04041
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/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm3SHAWN TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm4JACKY MINER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FLANNERY
IRS990/Form990PartVIISectionAGrp/PersonNm6TERRY RATAICZAK
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/FundraisingAmt03205
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt02000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt047125
IRS990/GrantsToDomesticOrgsGrp/TotalAmt047125
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt069709
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015969
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0484384
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0535088
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, SAFETYTOWN, IN MARIETTA THAT BENEFIT THE COMMUNITY, AND ALSO SUPPORT PROJECTS OF THE MARIETTA ROTARY CLUB AND ROTARY INTERNATIONAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0506372
IRS990/NetAssetsOrFundBalancesEOYAmt0552226
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt053088
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COMMUNITY IMRPOVEMENT A
IRS990/OtherExpensesGrp/ProgramServicesAmt011677
IRS990/OtherExpensesGrp/TotalAmt011677
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT KIRKBRIDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011300
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011300
IRS990/ProgSrvcAccomActy3Grp/Desc0ASSISTANCE PROVIDED FOR THE BETTERMENT OF THE MARIETTA COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt058802
IRS990/ProgSrvcAccomActy3Grp/GrantAmt047125
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04841
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt015969
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09458
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013550
IRS990/PYInvestmentIncomeAmt023141
IRS990/PYOtherExpensesAmt017726
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01323
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt031276
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032599
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-7234
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0506372
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0552226
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021988
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017138
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0111305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05599
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0104695
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48160
IRS990ScheduleA/PublicSupportPY170Pct00.26450
IRS990ScheduleA/PublicSupportTotal170Amt0104036
IRS990ScheduleA/SubstantialContributorsTotAmt07269
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09458
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010992
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0111305
IRS990ScheduleA/TotalSupportAmt0216000
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/GrantTypeTxt0COMPETITIVE SCHOLARSHIPS FOR LOCAL STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt013300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt047125
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0WATER, SUPPLIES, ETC.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BETTERMENT OF 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/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
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 TERRY RATAICZAK PO BOX 1138
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0506372
IRS990/TotalAssetsEOYAmt0552226
IRS990/TotalAssetsGrp/BOYAmt0506372
IRS990/TotalAssetsGrp/EOYAmt0552226
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt053740
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076943
IRS990/TotalFunctionalExpensesGrp/TotalAmt076943
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0506372
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0552226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt04841
IRS990/TotalOtherProgSrvcRevenueAmt015969
IRS990/TotalProgramServiceExpensesAmt076943
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015969
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0506372
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0552226
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07403735455
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-09
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/PreparerFirmGrp/PreparerFirmEIN0550771624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERRY & ASSOCIATES CPAS AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0313 2ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARIETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045750
ReturnHeader/PreparerPersonGrp/PhoneNum07403730056
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFERY E BROOKS CPA
ReturnHeader/ReturnTs02021-06-28T12:41:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$552,226
Liabilities
$0
Net assets
$552,226
Revenue
$69,709
Expenses
$76,943
Net income
-$7,234
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
2020Detailed filing. Detailed filing data is available for this year.$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