Civic Intelligence

Wooster Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 34-1299884

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 06, 2015

505 N Market St PO Box 58Wooster, OH 44691

(330) 262-7111

Siviq Scores

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

Liabilities / Assets

89th percentile

0.49x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.38x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$144,749

Up $3,980 (+2.8%) from 2014

Net Assets

Up

$74,046

Up $27,621 (+59%) from 2014

Liabilities

Down

$70,703

Down $23,641 (-25%) from 2014

Revenue

Down

$51,317

Down $17,373 (-25%) from 2014

Expenses

Down

$45,368

Down $20,016 (-31%) from 2014

Net Income

Up

$5,949

Up $2,643 (+80%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $131,650Liabilities 2010: $24,272Net Assets 2010: $107,3782010Assets 2011: $152,024Net Assets 2011: $152,0242011Assets 2012: $160,126Liabilities 2012: $87,991Net Assets 2012: $72,1352012Assets 2013: $172,570Liabilities 2013: $88,978Net Assets 2013: $83,5922013Assets 2014: $140,769Liabilities 2014: $94,344Net Assets 2014: $46,4252014Assets 2015: $144,749Liabilities 2015: $70,703Net Assets 2015: $74,0462015Assets 2016: $112,510Liabilities 2016: $58,620Net Assets 2016: $53,8902016Assets 2017: $122,816Liabilities 2017: $62,428Net Assets 2017: $60,3882017Assets 2018: $154,238Liabilities 2018: $97,250Net Assets 2018: $56,9882018Assets 2019: $101,076Liabilities 2019: $55,027Net Assets 2019: $46,0492019Assets 2020: $116,557Liabilities 2020: $82,419Net Assets 2020: $34,1382020Assets 2021: $187,073Liabilities 2021: $136,028Net Assets 2021: $51,0452021Assets 2022: $235,137Liabilities 2022: $123,484Net Assets 2022: $111,6532022Assets 2023: $196,185Liabilities 2023: $81,155Net Assets 2023: $115,0302023Assets 2024: $190,047Liabilities 2024: $75,017Net Assets 2024: $115,0302024Assets 2025: $232,805Liabilities 2025: $117,776Net Assets 2025: $115,0292025

Highlighted filing

2015

Assets$144,749
Liabilities$70,703
Net Assets$74,046

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $67,650Expenses 2010: $65,224Net Income 2010: $2,4262010Revenue 2011: $74,050Expenses 2011: $74,289Net Income 2011: -$2392011Revenue 2012: $27,137Expenses 2012: $25,884Net Income 2012: $1,2532012Revenue 2013: $66,394Expenses 2013: $54,937Net Income 2013: $11,4572013Revenue 2014: $68,690Expenses 2014: $65,384Net Income 2014: $3,3062014Revenue 2015: $51,317Expenses 2015: $45,368Net Income 2015: $5,9492015Revenue 2016: $57,605Expenses 2016: $55,742Net Income 2016: $1,8632016Revenue 2017: $53,432Expenses 2017: $46,934Net Income 2017: $6,4982017Revenue 2018: $54,728Expenses 2018: $54,728Net Income 2018: $02018Revenue 2019: $77,170Expenses 2019: $75,860Net Income 2019: $1,3102019Revenue 2020: $68,170Expenses 2020: $68,170Net Income 2020: $02020Revenue 2021: $84,640Expenses 2021: $72,373Net Income 2021: $12,2672021Revenue 2022: $30,912Expenses 2022: $46,111Net Income 2022: -$15,1992022Revenue 2023: $46,672Expenses 2023: $45,295Net Income 2023: $1,3772023Revenue 2024: $78,041Expenses 2024: $81,201Net Income 2024: -$3,1602024Revenue 2025: $73,527Expenses 2025: $88,378Net Income 2025: -$14,8512025

Highlighted filing

2015

Revenue$51,317
Expenses$45,368
Net Income$5,949
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 6, 2015
Return Version
2014v5.0
Gross Receipts
$155,486
Mission and Program Overview

Mission

Funding community service & educational opportunity

Program Services

DescriptionGrantsExpenses
GREAT DECISIONS, INTERNATIONAL, ROTARY EXCHANGE STUDENTS, UNITED WAY, WOOSTER HIGH SCHOOL DEBATE, WOOSTER CITY PARKS, KENYA RELIEF PROGRAMS, VARIOUS OTHER LOCAL CHARITIES-$45,204
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM SWIFTSec./Directo-$0--
-Director-$0--
GREGORY LONGTreasurer-$0--
ROBBIE ROSSPresident-$0--
CHRIS PYCRAFTDirector-$0--
MATT LONGDirector-$0--
CATHY MCCONNELLPres.-Elect-$0--
BRIAN BOYERDirector-$0--
TIMOTHY HOMANDirector-$0--
SARAH BAKERDirector/Pre-$0--
TERRY SNODDYDirector-$0--
CHAD BOREMANImmediate Pa-$0--
ADAM STARRDirector-$0--
ANDREW VAETHDirector-$0--
SARAH BAKERDirector-$0--
TERRY SNODDYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Auction$121,920$121,920$104,169$17,751
Flag Project$12,913$12,913-$12,913
Total Events$134,833$134,833$104,169$30,664
Filing and Contact Details

Filer

Filer Name
Wooster Rotary Foundation Inc
EIN
34-1299884
Phone
3302627111
Address
505 N MARKET ST PO BOX 58, WOOSTER, OH 44691

Signing Officer

Name
Gregory Long
Title
Treasurer
Phone
3302627111
Signed
2015-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Long Cook & Samsa Inc
Address
505 N MARKET ST, WOOSTER, OH 44691
Preparer
Carl Wells
Phone
3302627111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Encumbered monies prior year 12,500 total 12,500

Form 990-ez, Part I, Line 16

Expenses state registration fee 100 reimb of exp - rotary clu 11,260 miscellaneous 918 great decisions 1,000 international service 1,700 scholarships 10,000 crippled children 4,000 wooster high school 1,750 al van wie rotary classic 3,000 community projects 1,500 club directory 2,498 other club member agen 4,395 account service fees 164 district governor expense 1,000 non-investment depreciation 2,083 total 45,368

Form 990-ez, Part I, Line 20

Release of encumbered funds 21,672

Form 990-ez, Part II, Line 24

Accounts receivable -1,541 2,964 equipment 16,304 16,304 less accumulated depreciation 9,836 11,919 total 4,927 7,349

Form 990-ez, Part II, Line 26

Encumbered literacy 17,000 0 veterans 3,536 767 encumbered operation warm 3,445 40 deferred indian dinner 0 7,720 encumbered comm projects 2,260 2,010 scholarships 1,875 0 paul harris 750 800 deferred auction income 17,750 13,291 deferred income - flag project 30,978 41,275 deferred income -arts and jazz fest 4,250 4,800 encumbered 2014-2015 budget 12,500 0

Raw XML Appendix228 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENCUMBERED MONIES PRIOR YEAR 12,500 TOTAL 12,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES STATE REGISTRATION FEE 100 REIMB OF EXP - ROTARY CLU 11,260 MISCELLANEOUS 918 GREAT DECISIONS 1,000 INTERNATIONAL SERVICE 1,700 SCHOLARSHIPS 10,000 CRIPPLED CHILDREN 4,000 WOOSTER HIGH SCHOOL 1,750 AL VAN WIE ROTARY CLASSIC 3,000 COMMUNITY PROJECTS 1,500 CLUB DIRECTORY 2,498 OTHER CLUB MEMBER AGEN 4,395 ACCOUNT SERVICE FEES 164 DISTRICT GOVERNOR EXPENSE 1,000 NON-INVESTMENT DEPRECIATION 2,083 TOTAL 45,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RELEASE OF ENCUMBERED FUNDS 21,672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE -1,541 2,964 EQUIPMENT 16,304 16,304 LESS ACCUMULATED DEPRECIATION 9,836 11,919 TOTAL 4,927 7,349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENCUMBERED LITERACY 17,000 0 VETERANS 3,536 767 ENCUMBERED OPERATION WARM 3,445 40 DEFERRED INDIAN DINNER 0 7,720 ENCUMBERED COMM PROJECTS 2,260 2,010 SCHOLARSHIPS 1,875 0 PAUL HARRIS 750 800 DEFERRED AUCTION INCOME 17,750 13,291 DEFERRED INCOME - FLAG PROJECT 30,978 41,275 DEFERRED INCOME -ARTS AND JAZZ FEST 4,250 4,800 ENCUMBERED 2014-2015 BUDGET 12,500 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
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ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL WELLS
ReturnHeader/ReturnTs02015-08-18T09:35:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$1.18$1.15$0.74$0.88$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.75$1.15$0.78$0.81$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.81$1.15$0.47$0.45$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.35$1.23$1.12$0.31$0.46$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.36$0.51$0.85$0.72$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.82$0.34$0.68$0.68$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.55$0.46$0.77$0.76$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.97$0.57$0.55$0.55$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.62$0.60$0.53$0.47$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.59$0.54$0.58$0.56$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.71$0.74$0.51$0.45$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.94$0.46$0.69$0.65$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.89$0.84$0.66$0.55$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.88$0.72$0.27$0.26$0.01
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$1.52$0.74$0.74$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.24$1.07$0.68$0.65$0.02