Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Xenia Rotary
EIN 31-6079302 • 501(c)4 • Xenia, OH
Profile
Promotion of social welfare in xenia
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
80th percentile
Higher net margin than 80% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
82nd percentile
Faster revenue growth than 82% of similar nonprofits.
Balance Sheet
Assets
Up$129,628
Up $33,445 (+35%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Up$129,628
Up $33,445 (+35%) from 2024
Revenue
Up$145,571
Up $34,075 (+31%) from 2024
Expenses
Up$112,126
Up $22,505 (+25%) from 2024
Net Income
Up$33,445
Up $11,570 (+53%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $129,628
- Liabilities
- $0
- Net assets
- $129,628
- Revenue
- $145,571
- Expenses
- $112,126
- Net income
- $33,445
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 22, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $145,571
Mission and Program Overview
Mission
Promotion of social welfare in xenia
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUNCTIONAL GRANTSXENIA FIREWORKS XENIA ROTARY FOUNDATION SUPPORT | - | $38,080 |
| EDUCATION AND YOUTH GRANTSGRANTS TO XENIA COMMUNITY SCHOOLS AND CHISTMAS DONATIONS TO AREA YOUTH | - | $15,519 |
| INSTITITIONAL GRANTSGRANTS TO XENIA AREA SENIORS, YOUTH AND COMMUNITY | - | $14,175 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALAN LIMING | Treasurer | - | $0 | - | - |
| JUDY BAKER | Secretary | - | $0 | - | - |
| DAVID THOMPSON | President | - | $0 | - | - |
| ERIC ANDERSON | Vice President | - | $0 | - | - |
| TOBIA PIERCE | Board Member | - | $0 | - | - |
| RICK JOHNSON | Board Member | - | $0 | - | - |
| DONNA SARAGA | Board Member | - | $0 | - | - |
| LAURIE FOX | Board Member | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fireworks | $76,162 | $76,162 | $31,343 | $44,819 |
| Christmas Au | $15,956 | $15,956 | $15,519 | $437 |
| Total Events | $92,118 | $92,118 | $46,862 | $45,256 |
Filing and Contact Details
Filer
- Filer Name
- Xenia Rotary
- EIN
- 31-6079302
- In Care Of
- % ALAN LIMING
- Phone
- 9372398762
- Address
- PO BOX 311, XENIA, OH 45385
Signing Officer
- Name
- Alan Liming
- Title
- Treasurer
- Phone
- 9372398762
- Signed
- 2025-10-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Montgomery Insurance and Investment
- Address
- 114 South Detroit Street, Xenia, OH 45385
- Preparer
- Charles Davis CPA
- Phone
- 9377088717
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountMEAL INCOME 21,441MISC 88OTHER REVENUE(INTEREST ON SAVINGS AND CHECKING ACCOUNT, MISCELLENOUS INCOME)116,637”
List of grants and similar amounts paid Part I line 10
“Activity GRANTS DONATION, SCHOLARSHIPS Amount 47,662”
Description of other expenses Part I line 16
“Description AmountINSURANCE EXPENSE 502CLUB RUNNER 624GUEST SPEAKER GIFT 1,300ROTARY DISTRICT DUES 1,840ROTARY INTERNATIONAL DUES 4,994FIREWORKS RAFFLE DRAWING 6,73750/50/ DRAWING 2,350ATTENDANCE DRAWING 1,900MISC 256PIANIST EXPENSE 1,350MEMORIALS/HONORARIUMS 375BANK FEES 18CHRISTMAS PROJECT 15,519MEAL AND CATERER EXPENSE 21,305”
Personal benefit contract statement Part V
“Information regarding personal benfit contracts: the organizaiton did not, during the year, receive any funds, directly or indirectly to pay premiums on a personal benefit contrat. The organization did not during the year, pay any premiums, directly or indirectly on a personal benefit contract.”
Raw XML Appendix162 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ALAN LIMING |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9372398762 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 311 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | XENIA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45385 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 96183 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 129628 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 33445 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 96183 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 129628 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 95108 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 47662 |
| IRS990EZ/GrossReceiptsAmt | 0 | 145571 |
| IRS990EZ/GroupExemptionNum | 0 | 0573 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3550 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 25384 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 96183 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 129628 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 96183 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 129628 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALAN LIMING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JUDY BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAVID THOMPSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ERIC ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TOBIA PIERCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | RICK JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DONNA SARAGA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LAURIE FOX |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 59070 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 21529 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROMOTION OF SOCIAL WELFARE IN XENIA |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2894 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNCTIONAL GRANTSXENIA FIREWORKS XENIA ROTARY FOUNDATION SUPPORT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | EDUCATION AND YOUTH GRANTSGRANTS TO XENIA COMMUNITY SCHOOLS AND CHISTMAS DONATIONS TO AREA YOUTH |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | INSTITITIONAL GRANTSGRANTS TO XENIA AREA SENIORS, YOUTH AND COMMUNITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 38080 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 15519 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 14175 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 95108 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 112126 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 67774 |
| IRS990EZ/TotalRevenueAmt | 0 | 145571 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 46862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CHRISTMAS AU |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FIREWORKS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15956 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 76162 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 92118 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15956 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 76162 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 92118 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 45256 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 46862 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 15519 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 31343 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountMEAL INCOME 21,441MISC 88OTHER REVENUE(INTEREST ON SAVINGS AND CHECKING ACCOUNT, MISCELLENOUS INCOME)116,637 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity GRANTS DONATION, SCHOLARSHIPS Amount 47,662 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountINSURANCE EXPENSE 502CLUB RUNNER 624GUEST SPEAKER GIFT 1,300ROTARY DISTRICT DUES 1,840ROTARY INTERNATIONAL DUES 4,994FIREWORKS RAFFLE DRAWING 6,73750/50/ DRAWING 2,350ATTENDANCE DRAWING 1,900MISC 256PIANIST EXPENSE 1,350MEMORIALS/HONORARIUMS 375BANK FEES 18CHRISTMAS PROJECT 15,519MEAL AND CATERER EXPENSE 21,305 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | INFORMATION REGARDING PERSONAL BENFIT CONTRACTS: THE ORGANIZAITON DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRAT. THE ORGANIZATION DID NOT DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY ON A PERSONAL BENEFIT CONTRACT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Personal benefit contract statement Part V |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALAN LIMING |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9372398762 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | XENIA ROTARY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | XENI |
| ReturnHeader/Filer/EIN | 0 | 316079302 |
| ReturnHeader/Filer/InCareOfNm | 0 | % ALAN LIMING |
| ReturnHeader/Filer/PhoneNum | 0 | 9372398762 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 311 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | XENIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 45385 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 311304722 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Montgomery Insurance and Investment |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 114 South Detroit Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Xenia |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 45385 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9377088717 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHARLES DAVIS CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-06T11:26:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.