Civic Intelligence

Marion Rotary Club

990EZ • Fiscal year 2015 • EIN 31-4243517

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 20, 2015

PO Box 1091Marion, OH 43302

(740) 223-3111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.08x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

88th percentile

$2,880

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.4%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$54,741

Up $7,120 (+15%) from 2014

Net Assets

Up

$47,100

Up $14,430 (+44%) from 2014

Liabilities

Down

$7,641

Down $7,310 (-49%) from 2014

Revenue

Down

$97,818

Down $2,356 (-2.4%) from 2014

Expenses

Down

$83,385

Down $5,057 (-5.7%) from 2014

Net Income

Up

$14,433

Up $2,701 (+23%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2010: $7,523Liabilities 2010: $16,293Net Assets 2010: -$8,7702010Assets 2013: $24,780Liabilities 2013: $3,842Net Assets 2013: $20,9382013Assets 2014: $47,621Liabilities 2014: $14,951Net Assets 2014: $32,6702014Assets 2015: $54,741Liabilities 2015: $7,641Net Assets 2015: $47,1002015Assets 2017: $83,225Liabilities 2017: $7,606Net Assets 2017: $75,6192017Assets 2018: $77,997Liabilities 2018: $683Net Assets 2018: $77,3142018Assets 2019: $76,272Liabilities 2019: $1,131Net Assets 2019: $75,1412019Assets 2020: $99,818Liabilities 2020: $24,122Net Assets 2020: $75,6962020Assets 2021: $51,189Liabilities 2021: $1,883Net Assets 2021: $49,3062021Assets 2022: $50,618Liabilities 2022: $1,208Net Assets 2022: $49,4102022Assets 2025: $107,944Liabilities 2025: $12,808Net Assets 2025: $95,1362025

Highlighted filing

2015

Assets$54,741
Liabilities$7,641
Net Assets$47,100

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $99,908Expenses 2010: $105,092Net Income 2010: -$5,1842010Revenue 2013: $102,772Expenses 2013: $85,562Net Income 2013: $17,2102013Revenue 2014: $100,174Expenses 2014: $88,442Net Income 2014: $11,7322014Revenue 2015: $97,818Expenses 2015: $83,385Net Income 2015: $14,4332015Revenue 2017: $105,523Expenses 2017: $89,087Net Income 2017: $16,4362017Revenue 2018: $97,455Expenses 2018: $95,760Net Income 2018: $1,6952018Revenue 2019: $97,650Expenses 2019: $99,823Net Income 2019: -$2,1732019Revenue 2020: $76,688Expenses 2020: $76,134Net Income 2020: $5542020Revenue 2021: $34,080Expenses 2021: $60,473Net Income 2021: -$26,3932021Revenue 2022: $88,303Expenses 2022: $88,198Net Income 2022: $1052022Revenue 2025: $115,424Expenses 2025: $97,032Net Income 2025: $18,3922025

Highlighted filing

2015

Revenue$97,818
Expenses$83,385
Net Income$14,433
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 20, 2015
Return Version
2014v5.0
Gross Receipts
$97,818
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal service as a basis of worthy enterprise and, in particular, to encourage and foster: first. The development of acquaintance as an opportunity for service; second. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying by each rotarian of his occupation as an opportunity to serve society; third. The application of the ideal of service by every rotarian to his personal, business, and community life; fourth. The advancement of international understanding, good will, and peace through a world fellowship of business and professional men united in the ideal of service.

Program Services

DescriptionGrantsExpenses
LUNCHEONS-$53,225
OTHER MISC$7,459$13,951
SOCIAL PROGRAMS-$5,373
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A PROBSTSecretary-$2,880-$2,880
SCOTT GRAYPast Preside-$0--
DIANE WATSONTreasurer-$0--
DAVE CLABORNPresident-$0--
BRENDA VOSHELLBoard Member-$0--
DON STONEPresident El-$0--
PHYLLIS BUTTERWORTHBoard Member-$0--
CHERYL PLASTERBoard Member-$0--
STEVE WILLIAMSBoard Member-$0--
DAVE MILLERBoard Member-$0--
GARY BRANSONBoard Member-$0--
LARS OLSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Marion Rotary Club
EIN
31-4243517
Phone
7402233111
Address
PO BOX 1091, MARION, OH 43302

Signing Officer

Name
X
Title
X
Phone
7402233111
Signed
2015-08-20

Preparer

Firm
Holbrook & Manter Inc
Address
181 E CENTER ST, MARION, OH 43302-3813
Preparer
E Frederick Manter
Phone
7403878620
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Rotary foundation overhead 6,000 total 6,000

Form 990-ez, Part I, Line 10

Rotary international 7,459 0 0

Form 990-ez, Part I, Line 16

Expenses office supplies 2,343 postage 625 telephone 286 equipment repair & maint 221 gifts & flowers 915 social programs 5,373 luncheons 53,225 district & international 5,577 secretary of state 50 website 480 total 69,095

Form 990-ez, Part II, Line 24

Equipment 9,871 9,871 less accumulated depreciation 9,871 9,871 total 0 0

Form 990-ez, Part II, Line 26

Marion rotary foundation contribut 14,485 7,500 rotary international contributions 325 0 payroll liabilities 141 141

Form 990-ez, Part III

The object of rotary is to encourage and foster the ideal service as a basis of worthy enterprise and, in particular, to encourage and foster: first. The development of acquaintance as an opportunity for service; second. High ethical standards in business and professions; the recognition of the worthiness of all useful occupations; and the dignifying by each rotarian of his occupation as an opportunity to serve society; third. The application of the ideal of service by every rotarian to his personal, business, and community life; fourth. The advancement of international understanding, good will, and peace through a world fellowship of business and professional men united in the ideal of service.

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARION
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM A PROBST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVE CLABORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRENDA VOSHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHYLLIS BUTTERWORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHERYL PLASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAVE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GARY BRANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LARS OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: FIRST. THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; SECOND. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING BY EACH ROTARIAN OF HIS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THIRD. THE APPLICATION OF THE IDEAL OF SERVICE BY EVERY ROTARIAN TO HIS PERSONAL, BUSINESS, AND COMMUNITY LIFE; FOURTH. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOOD WILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN UNITED IN THE IDEAL OF SERVICE.
IRS990EZ/ProgramServiceRevenueAmt062983
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IRS990EZ/WebsiteAddressTxt0MARIONOHROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION OVERHEAD 6,000 TOTAL 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY INTERNATIONAL 7,459 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES 2,343 POSTAGE 625 TELEPHONE 286 EQUIPMENT REPAIR & MAINT 221 GIFTS & FLOWERS 915 SOCIAL PROGRAMS 5,373 LUNCHEONS 53,225 DISTRICT & INTERNATIONAL 5,577 SECRETARY OF STATE 50 WEBSITE 480 TOTAL 69,095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT 9,871 9,871 LESS ACCUMULATED DEPRECIATION 9,871 9,871 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARION ROTARY FOUNDATION CONTRIBUT 14,485 7,500 ROTARY INTERNATIONAL CONTRIBUTIONS 325 0 PAYROLL LIABILITIES 141 141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: FIRST. THE DEVELOPMENT OF ACQUAINTANCE AS AN OPPORTUNITY FOR SERVICE; SECOND. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGNITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING BY EACH ROTARIAN OF HIS OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; THIRD. THE APPLICATION OF THE IDEAL OF SERVICE BY EVERY ROTARIAN TO HIS PERSONAL, BUSINESS, AND COMMUNITY LIFE; FOURTH. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOOD WILL, AND PEACE THROUGH A WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL MEN UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0X
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0X
ReturnHeader/BusinessOfficerGrp/PhoneNum07402233111
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARION ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0314243517
ReturnHeader/Filer/PhoneNum07402233111
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 E CENTER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0433023813
ReturnHeader/PreparerPersonGrp/PhoneNum07403878620
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E FREDERICK MANTER
ReturnHeader/ReturnTs02015-09-11T13:32:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits