Civic Intelligence

Chagrin Valley Rotary Foundation

EIN 34-1342496 • 501(c)3 • Solon, OH

Profile

The sole purpose of this foundation is to hold, invest, manage and administer the foundations assets and the income therefrom in trust for vocational education, charitable and other eleemosynary purposes

34305 Solon Road Ste 10Solon, OH 44139
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

10.0%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

26th percentile

-29%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$491,508

Up $63,416 (+15%) from 2024

Liabilities

Down

$2,500

Down $2,500 (-50%) from 2024

Net Assets

Up

$489,008

Up $65,916 (+16%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin91st percentile

Revenue

Up

$48,611

Up $34,237 (+238%) from 2024

Expenses

Down

$22,380

Down $7,469 (-25%) from 2024

Net Income

Up

$26,231

Up $41,706 (+270%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $290,163Liabilities 2012: $16,798Net Assets 2012: $273,3652012Assets 2013: $312,875Liabilities 2013: $6,329Net Assets 2013: $306,5462013Assets 2014: $329,564Liabilities 2014: $5,547Net Assets 2014: $324,0172014Assets 2015: $341,365Liabilities 2015: $0Net Assets 2015: $341,3652015Assets 2016: $329,001Liabilities 2016: $1,500Net Assets 2016: $327,5012016Assets 2017: $353,201Liabilities 2017: $2,100Net Assets 2017: $351,1012017Assets 2018: $363,262Liabilities 2018: $2,100Net Assets 2018: $361,1622018Assets 2019: $372,671Liabilities 2019: $0Net Assets 2019: $372,6712019Assets 2020: $374,703Liabilities 2020: $7,500Net Assets 2020: $367,2032020Assets 2021: $429,760Liabilities 2021: $3,000Net Assets 2021: $426,7602021Assets 2022: $369,472Liabilities 2022: $2,500Net Assets 2022: $366,9722022Assets 2023: $401,515Liabilities 2023: $5,000Net Assets 2023: $396,5152023Assets 2024: $428,092Liabilities 2024: $5,000Net Assets 2024: $423,0922024Assets 2025: $491,508Liabilities 2025: $2,500Net Assets 2025: $489,0082025

Highlighted filing

2025

Assets$491,508
Liabilities$2,500
Net Assets$489,008
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2012: $19,1992012Expenses 2013: $37,4002013Revenue 2014: $4,939Expenses 2014: $13,502Net Income 2014: -$8,5632014Revenue 2015: $44,904Expenses 2015: $33,300Net Income 2015: $11,6042015Revenue 2016: $39,223Expenses 2016: $41,598Net Income 2016: -$2,3752016Revenue 2017: $32,536Expenses 2017: $23,807Net Income 2017: $8,7292017Revenue 2018: $32,160Expenses 2018: $30,270Net Income 2018: $1,8902018Revenue 2019: $42,121Expenses 2019: $45,675Net Income 2019: -$3,5542019Revenue 2020: $19,753Expenses 2020: $15,854Net Income 2020: $3,8992020Revenue 2021: $13,096Expenses 2021: $28,000Net Income 2021: -$14,9042021Revenue 2022: $134,647Expenses 2022: $146,235Net Income 2022: -$11,5882022Revenue 2023: $41,200Expenses 2023: $24,629Net Income 2023: $16,5712023Revenue 2024: $14,374Expenses 2024: $29,849Net Income 2024: -$15,4752024Revenue 2025: $48,611Expenses 2025: $22,380Net Income 2025: $26,2312025

Highlighted filing

2025

Revenue$48,611
Expenses$22,380
Net Income$26,231
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,508
Liabilities
$2,500
Net assets
$489,008
Revenue
$48,611
Expenses
$22,380
Net income
$26,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.92$0.03$4.89$0.49$0.22$0.26
2024Detailed filing. Detailed filing data is available for this year.$4.28$0.05$4.23$0.14$0.30$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.05$3.97$0.41$0.25$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.69$0.03$3.67$1.35$1.46$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.03$4.27$0.13$0.28$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.08$3.67$0.20$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.42$0.46$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.63$0.02$3.61$0.32$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.53$0.02$3.51$0.33$0.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.02$3.28$0.39$0.42$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.45$0.33$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.06$3.24$0.05$0.14$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.06$3.07$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.17$2.73$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 23, 2026
Return Version
2024v5.2
Gross Receipts
$48,611
Mission and Program Overview

Mission

The sole purpose of this foundation is to hold, invest, manage and administer the foundations assets and the income there from in trust for vocational education, charitable and other elemonsynary purposes

The sole purpose of this foundation is to hold, invest, manage and administer the foundations assets and the income therefrom in trust for vocational education, charitable and other eleemosynary purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$423,092$489,008▲ $65,916
Investments in Publicly Traded Securities$423,028$486,733▲ $63,705
Cash and Non-Interest-Bearing Accounts$5,064$4,775▼ $289
Total Assets$428,092$491,508▲ $63,416
Liabilities
Other Liabilities$5,000$2,500▼ $2,500
Total Liabilities$5,000$2,500▼ $2,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$423,092$489,008▲ $65,916
Total Liabilities and Net Assets / Fund Balance$428,092$491,508▲ $63,416
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard LeskovecPresident
Albert TienVice President
Gary GardinerTrustee
Joyce PiteoTrustee
Mary Ann PonceTrustee
Tom RooneyTrustee
Karen PocciaSecretary
Mark E PorterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,611
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$44,774
Change in Net Assets
$26,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$500--$500
Fees for Services Legal-$350-$350
Fees for Services Other-$100-$100
Total Functional Expenses$21,930$450$0$22,380
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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 governing body review Part VI line 11

“Prior to being filed with the irs, a copy of the irs form 990 and related schedules are reviewed by the treasurer including a confirmation of the accuracy of every answer”

Governing documents etc available to public Part VI line 19

“The organizations financial statements are available to the public upon written request”

Filing and Contact Details

Filer

Filer Name
Chagrin Valley Rotary Foundation
EIN
34-1342496
In Care Of
% MARK E PORTER
Phone
2164022157
Address
34305 SOLON ROAD STE 10, SOLON, OH 44139

Signing Officer

Name
Mark E Porter
Title
Treasurer
Phone
2164022157
Signed
2026-01-23
Discuss with paid preparer
Yes

Organization Details

Formed
1946
Legal Domicile
Oh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Cbs Cpas LLC
Address
34305 Solon Rd Ste 10, Solon, OH 44139
Preparer
Ronald Schmidt
Phone
4405421536
Raw XML Appendix330 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/ExplanationTxt1THE ORGANIZATIONS FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAGRIN VALLEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAG
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ReturnHeader/Filer/InCareOfNm0% MARK E PORTER
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solon
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SCHMIDT
ReturnHeader/ReturnTs02026-01-27T13:29:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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