Civic Intelligence

Marion Rotary Club

990EZ • Fiscal year 2018 • EIN 31-4243517

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 20, 2019

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

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$3,600

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-6.3%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-7.6%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$77,997

Down $5,228 (-6.3%) from 2017

Net Assets

Up

$77,314

Up $1,695 (+2.2%) from 2017

Liabilities

Down

$683

Down $6,923 (-91%) from 2017

Revenue

Down

$97,455

Down $8,068 (-7.6%) from 2017

Expenses

Up

$95,760

Up $6,673 (+7.5%) from 2017

Net Income

Down

$1,695

Down $14,741 (-90%) from 2017

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

2018

Assets$77,997
Liabilities$683
Net Assets$77,314

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

2018

Revenue$97,455
Expenses$95,760
Net Income$1,695
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 20, 2019
Return Version
2017v2.3
Gross Receipts
$97,455
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-$52,110
OTHER MISC$8,316$18,636
SOCIAL PROGRAMS-$9,736
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A PROBSTSecretary-$3,600-$3,600
KIT FOGLEPresident-$0--
DEAN JACOBPresident El-$0--
GARY BRANSONPast Preside-$0--
JEAN OBENOURTreasurer-$0--
PATTI GARNERAssistant Se-$0--
VICKIE MCCLELLANBoard Member-$0--
BEV FORDBoard Member-$0--
GARY IAMSBoard Member-$0--
THERESA LUBKEBoard Member-$0--
TERESA BALLINGERBoard Memebe-$0--
CAROL GAVERICKBoard Member-$0--
AMBER WERTMANBoard Member-$0--
ROB HOWARDBoard Member-$0--
DEB ALSPACHBoard 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
Gary Branson
Title
Past President
Phone
7403899770
Signed
2019-02-20

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

Rotary foundation overhead 6,000 archive project 500 total 6,500

Form 990-ez, Part I, Line 10

Name: rotary international cash contribution: 8,316

Form 990-ez, Part I, Line 16

Expenses office supplies 1,233 insurance 350 telephone 292 gifts & flowers 437 social programs 9,736 luncheons 52,110 district & international 7,383 website 480 president discretionary 2,500 dues & subscriptions 230 repairs 118 total 74,869

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 7,450 400 rotary international contributions 0 0 payroll liabilities 156 283

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 Appendix170 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/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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION OVERHEAD 6,000 ARCHIVE PROJECT 500 TOTAL 6,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: ROTARY INTERNATIONAL CASH CONTRIBUTION: 8,316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE SUPPLIES 1,233 INSURANCE 350 TELEPHONE 292 GIFTS & FLOWERS 437 SOCIAL PROGRAMS 9,736 LUNCHEONS 52,110 DISTRICT & INTERNATIONAL 7,383 WEBSITE 480 PRESIDENT DISCRETIONARY 2,500 DUES & SUBSCRIPTIONS 230 REPAIRS 118 TOTAL 74,869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EQUIPMENT 9,871 9,871 LESS ACCUMULATED DEPRECIATION 9,871 9,871 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARION ROTARY FOUNDATION CONTRIBUT 7,450 400 ROTARY INTERNATIONAL CONTRIBUTIONS 0 0 PAYROLL LIABILITIES 156 283
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BRANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07403899770
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY H RIDGE CPA
ReturnHeader/ReturnTs02019-02-20T08:07:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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