Civic Intelligence

Chagrin Valley Rotary Foundation

990 • Fiscal year 2018 • EIN 34-1342496

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

Organization Profile
34305 Solon RoadSolon, OH 44139

(216) 402-2157

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.2%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$363,262

Up $10,061 (+2.8%) from 2017

Net Assets

Up

$361,162

Up $10,061 (+2.9%) from 2017

Liabilities

Flat

$2,100

Flat from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin56th percentile

Revenue

Down

$32,160

Down $376 (-1.2%) from 2017

Expenses

Up

$30,270

Up $6,463 (+27%) from 2017

Net Income

Down

$1,890

Down $6,839 (-78%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2018

Assets$363,262
Liabilities$2,100
Net Assets$361,162
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$32,160
Expenses$30,270
Net Income$1,890
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.2
Gross Receipts
$32,160
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$346,829$362,194▲ $15,365
Rtn Earn Endowment Incm Other Fnds$351,101$361,162▲ $10,061
Cash and Non-Interest-Bearing Accounts$6,372$1,068▼ $5,304
Total Assets$353,201$363,262▲ $10,061
Liabilities
Accounts Payable and Accrued Expenses$2,100$2,100→ $0
Total Liabilities$2,100$2,100→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$351,101$361,162▲ $10,061
Total Liabilities and Net Assets / Fund Balance$353,201$363,262▲ $10,061
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Pamela HultinChair
Linda HeinPresident
Don MatzTrustee
Joe TaltyTrustee
Matt JarochTrustee
Joyce PiteoSecretary
Mark E PorterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,533
Program Service Revenue
$0
Investment Income
$2,627
Other Revenue
$0
All Other Contributions
$13,267
Change in Net Assets
$1,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,270
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$6,920--$6,920
All Other Expenses$3,000--$3,000
Total Functional Expenses$30,270$0$0$30,270
Fundraising, Events, and Gaming
Fundraising activities
Yes
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Address
34305 SOLON ROAD, SOLON, OH 44139

Signing Officer

Name
Mark E Porter
Title
Treasurer
Phone
2164022157
Signed
2019-04-30
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 Certified Public Accountants
Address
34305 Solon Road 10, Solon, OH 44139
Preparer
Ronald Schmidt
Phone
4405421536
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Chagrin documentary film festival $3,000.00”

Raw XML Appendix313 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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ReturnHeader/Filer/BusinessNameControlTxt0CHAG
ReturnHeader/Filer/EIN0341342496
ReturnHeader/Filer/USAddress/AddressLine1Txt034305 SOLON ROAD
ReturnHeader/Filer/USAddress/CityNm0SOLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044139
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD1B0F31D1DD9E101B1C0AC2E378F88F5687A3F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD1B0F31D1DD9E101B1C0AC2E378F88F5687A3F3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03469532019127w5egldg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.143.105.143
ReturnHeader/FilingSecurityInformation/IPDt02019-05-07
ReturnHeader/FilingSecurityInformation/IPTm009:39:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205124788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBS Certified Public Accountants
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034305 Solon Road 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04405421536
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald Schmidt
ReturnHeader/ReturnTs02019-05-07T09:37:43-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,262
Liabilities
$2,100
Net assets
$361,162
Revenue
$32,160
Expenses
$30,270
Net income
$1,890
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