Civic Intelligence

Marion Rotary Foundation Inc.

990 • Fiscal year 2019 • EIN 31-6033308

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 09, 2020

Organization ProfileWWW.MARIONOHROTARY.ORG
PO Box 1091Marion, OH 43302

(740) 387-3788

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

125%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,620,289

Up $185,877 (+13%) from 2018

Net Assets

Up

$1,620,289

Up $185,877 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin95th percentile

Revenue

Up

$264,918

Up $146,942 (+125%) from 2018

Expenses

Up

$79,041

Up $14,367 (+22%) from 2018

Net Income

Up

$185,877

Up $132,575 (+249%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,050,221Net Assets 2010: $1,050,2212010Assets 2011: $1,038,123Liabilities 2011: $0Net Assets 2011: $1,038,1232011Assets 2012: $1,110,942Liabilities 2012: $0Net Assets 2012: $1,110,9422012Assets 2013: $1,114,017Liabilities 2013: $0Net Assets 2013: $1,114,0182013Assets 2014: $1,124,424Liabilities 2014: $0Net Assets 2014: $1,124,4242014Assets 2015: $1,205,179Liabilities 2015: $0Net Assets 2015: $1,205,1792015Assets 2016: $1,242,417Liabilities 2016: $0Net Assets 2016: $1,242,4172016Assets 2017: $1,381,110Liabilities 2017: $0Net Assets 2017: $1,381,1102017Assets 2018: $1,434,412Liabilities 2018: $0Net Assets 2018: $1,434,4122018Assets 2019: $1,620,289Liabilities 2019: $0Net Assets 2019: $1,620,2892019Assets 2020: $1,638,373Liabilities 2020: $0Net Assets 2020: $1,638,3732020Assets 2021: $1,504,510Liabilities 2021: $0Net Assets 2021: $1,504,5102021Assets 2022: $1,637,508Liabilities 2022: $0Net Assets 2022: $1,637,5082022Assets 2024: $2,494,405Liabilities 2024: $0Net Assets 2024: $2,494,4052024Assets 2025: $2,555,802Liabilities 2025: $0Net Assets 2025: $2,555,8022025

Highlighted filing

2019

Assets$1,620,289
Liabilities$0
Net Assets$1,620,289
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $50,284Expenses 2010: $67,358Net Income 2010: -$17,0742010Expenses 2011: $49,8762011Expenses 2012: $107,3032012Expenses 2013: $52,4782013Revenue 2014: $72,788Expenses 2014: $62,382Net Income 2014: $10,4062014Revenue 2015: $147,084Expenses 2015: $66,329Net Income 2015: $80,7552015Revenue 2016: $91,522Expenses 2016: $54,284Net Income 2016: $37,2382016Revenue 2017: $242,169Expenses 2017: $103,476Net Income 2017: $138,6932017Revenue 2018: $117,976Expenses 2018: $64,674Net Income 2018: $53,3022018Revenue 2019: $264,918Expenses 2019: $79,041Net Income 2019: $185,8772019Revenue 2020: $63,972Expenses 2020: $45,888Net Income 2020: $18,0842020Revenue 2021: $271,599Expenses 2021: $405,462Net Income 2021: -$133,8632021Revenue 2022: $200,654Expenses 2022: $67,656Net Income 2022: $132,9982022Revenue 2024: $189,099Expenses 2024: $127,097Net Income 2024: $62,0022024Revenue 2025: $205,782Expenses 2025: $144,385Net Income 2025: $61,3972025

Highlighted filing

2019

Revenue$264,918
Expenses$79,041
Net Income$185,877
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.2
Gross Receipts
$1,640,581
Mission and Program Overview

Mission

To provide scholarships and fund other charitable activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,434,412$1,620,289▲ $185,877
Investments in Publicly Traded Securities$1,366,328$1,555,588▲ $189,260
Savings and Temporary Cash Investments$67,684$64,301▼ $3,383
Other Notes and Loans Receivable, Net$400$400→ $0
Total Assets$1,434,412$1,620,289▲ $185,877
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,434,412$1,620,289▲ $185,877
Total Liabilities and Net Assets / Fund Balance$1,434,412$1,620,289▲ $185,877

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$17,772$17,772
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Robert HowardPresident
Vickie MclellanPresident El
Amber WertmanBoard Member
Bev FordBoard Member
Carol GaverickBoard Member
Dan WigtonBoard Member
Deb AlspachBoard Member
Gary IamsBoard Member
Kit FoglePast Preside
Patti GarnerSecretary
Gary BronsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$700
Program Service Revenue
$0
Investment Income
$256,446
Other Revenue
$7,772
All Other Contributions
$700
Change in Net Assets
$185,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,422
Other Expenses$7,619
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,856--$35,856
Grants to Domestic Individuals$35,566--$35,566
Fees for Services Other-$6,000-$6,000
Fees for Services Accounting-$1,305-$1,305
Other Expenses-$114-$114
Total Functional Expenses$71,422$7,619$0$79,041
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marion MattersMarion, OH501c3Community Develop$8,334
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,211
Fundraising Direct Expenses$1,439
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
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“Officers will review return before filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Marion Rotary Foundation
EIN
31-6033308
Address
PO BOX 1091, MARION, OH 43302

Signing Officer

Name
Robert Howard
Title
President
Phone
7403899770
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Howard
Formed
1959
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Holbrook & Manter Inc
Address
181 E CENTER ST, MARION, OH 43302-3813
Preparer
Bradley H Ridge CPA
Phone
7403878620
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt044780
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49380
IRS990ScheduleA/PublicSupportPY170Pct00.49670
IRS990ScheduleA/PublicSupportTotal170Amt0189769
IRS990ScheduleA/SubstantialContributorsTotAmt07313
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0158263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012026
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197082
IRS990ScheduleA/TotalSupportAmt0384333
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017772
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017772
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt034741
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1825
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1VOCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/CashGrantAmt08334
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY DEVELOP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARION MATTERS
IRS990ScheduleI/RecipientTable/RecipientEIN0275464424
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0233 WEST CENTER STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARION
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043302
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS WILL REVIEW RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARION ROTARY CLUB
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROTARY INTERNATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314243517
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1091
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1ONE ROTARY CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt01560 SHERMAN AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MARION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1EVANSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043302
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd160201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt06000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0OVERHEAD COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MARION ROTARY CLUB
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01434412
IRS990/TotalAssetsEOYAmt01620289
IRS990/TotalAssetsGrp/BOYAmt01434412
IRS990/TotalAssetsGrp/EOYAmt01620289
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0700
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07619
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071422
IRS990/TotalFunctionalExpensesGrp/TotalAmt079041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01434412
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01620289
IRS990/TotalProgramServiceExpensesAmt071422
IRS990/TotalRevenueGrp/ExclusionAmt076581
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0187637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0264918
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01434412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01620289
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1091
IRS990/USAddress/CityNm0MARION
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043302
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MARIONOHROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,620,289
Liabilities
$0
Net assets
$1,620,289
Revenue
$264,918
Expenses
$79,041
Net income
$185,877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.21$0.14$0.06
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.00$2.49$0.19$0.13$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.20$0.07$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.27$0.41$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.06$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.26$0.08$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.12$0.06$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.24$0.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.15$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$1.05$0.05$0.07$0.02