Civic Intelligence

Findlay Rotary Foundation Inc.

990 • Fiscal year 2018 • EIN 34-1403393

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 28, 2018

101 W Sandusky St 212Findlay, OH 45840

(419) 422-7557

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

56th percentile

5.4%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

6.0%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,167,589

Up $66,233 (+6.0%) from 2017

Net Assets

Up

$1,167,589

Up $66,233 (+6.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$183,001

Up $24,791 (+16%) from 2017

Expenses

Up

$173,117

Up $20,272 (+13%) from 2017

Net Income

Up

$9,884

Up $4,519 (+84%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $692,400Liabilities 2012: $0Net Assets 2012: $692,4002012Assets 2013: $795,362Liabilities 2013: $0Net Assets 2013: $795,3622013Assets 2014: $961,996Liabilities 2014: $0Net Assets 2014: $961,9962014Assets 2015: $989,254Liabilities 2015: $0Net Assets 2015: $989,2542015Assets 2016: $994,267Liabilities 2016: $0Net Assets 2016: $994,2672016Assets 2017: $1,101,356Liabilities 2017: $0Net Assets 2017: $1,101,3562017Assets 2018: $1,167,589Liabilities 2018: $0Net Assets 2018: $1,167,5892018Assets 2019: $1,236,212Liabilities 2019: $0Net Assets 2019: $1,236,2122019Assets 2020: $1,198,783Liabilities 2020: $0Net Assets 2020: $1,198,7832020Assets 2021: $1,472,519Liabilities 2021: $0Net Assets 2021: $1,472,5192021Assets 2022: $1,212,423Liabilities 2022: $0Net Assets 2022: $1,212,4232022Assets 2023: $1,262,928Liabilities 2023: $0Net Assets 2023: $1,262,9282023Assets 2024: $1,373,247Liabilities 2024: $0Net Assets 2024: $1,373,2472024

Highlighted filing

2018

Assets$1,167,589
Liabilities$0
Net Assets$1,167,589

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $138,1792012Expenses 2013: $96,2682013Revenue 2014: $208,418Expenses 2014: $141,798Net Income 2014: $66,6202014Revenue 2015: $125,198Expenses 2015: $84,254Net Income 2015: $40,9442015Revenue 2016: $186,418Expenses 2016: $117,057Net Income 2016: $69,3612016Revenue 2017: $158,210Expenses 2017: $152,845Net Income 2017: $5,3652017Revenue 2018: $183,001Expenses 2018: $173,117Net Income 2018: $9,8842018Revenue 2019: $162,147Expenses 2019: $94,504Net Income 2019: $67,6432019Revenue 2020: $126,245Expenses 2020: $133,234Net Income 2020: -$6,9892020Revenue 2021: $106,913Expenses 2021: $144,535Net Income 2021: -$37,6222021Revenue 2022: $122,179Expenses 2022: $120,882Net Income 2022: $1,2972022Revenue 2023: $82,558Expenses 2023: $122,319Net Income 2023: -$39,7612023Revenue 2024: $88,543Expenses 2024: $115,597Net Income 2024: -$27,0542024

Highlighted filing

2018

Revenue$183,001
Expenses$173,117
Net Income$9,884
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 28, 2018
Return Version
2017v2.3
Gross Receipts
$186,985
Mission and Program Overview

Mission

Provide funding for community projects thru collection of quarterly membership dues, various weekly fees and annual fundraising activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$964,525$1,035,019▲ $70,494
Cash and Non-Interest-Bearing Accounts$80,671$81,801▲ $1,130
Savings and Temporary Cash Investments$50,660$50,769▲ $109
Accounts Receivable$5,500--
Total Assets$1,101,356$1,167,589▲ $66,233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$969,194$1,039,688▲ $70,494
Unrestricted Net Assets$132,162$127,901▼ $4,261
Total Net Assets Fund Balance$1,101,356$1,167,589▲ $66,233
Total Liabilities and Net Assets / Fund Balance$1,101,356$1,167,589▲ $66,233
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marty TerryPresident
Carolyn CopusPresident El
Brad LongberryDirector
Chris AlexanderDirector
Chuck ClapperDirector
John UrbanskiDirector
Julie McintoshDirector
Kurt HemingerDirector
Leo BonaparteDirector
Kim StumppPast Preside
John HarringtonSecretary
John LaricheSergeant at
Robin L RidgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,635
Program Service Revenue
$0
Investment Income
$37,666
Other Revenue
$45,700
All Other Contributions
$52,331
Change in Net Assets
$9,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,731
Other Expenses$24,386
Total Fundraising Expense$552
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$114,756--$114,756
Grants to Domestic Individuals$33,975--$33,975
Fees for Service Investment Mgmnt Fees-$10,584-$10,584
Fees for Services Accounting-$720-$720
Other Expenses-$48$552$48
Total Functional Expenses$148,731$23,834$552$173,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Crime Prevention Assoc of FindlayFindlay, OH3Support$15,000
Raise the Bar Hancock CountyFindlay, OH3Support$15,000
Habitat for Humanity FindlayhancocFindlay, OH3Support$12,500
Findlay Family YmcaFindlay, OH3Support$10,000
Mesa FoundationWaterville, OH3Support$9,050
Miracle League of FindlayFindlay, OH3Support$8,750
Hope HouseFindlay, OH3Support$7,500
Childrens Museum of FindlayFindlay, OH3Support$6,500
Youth CommitteeFindlay, OH3Support$6,500
Community Project CommitteeFindlay, OH3Support$6,440
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,684
Fundraising Direct Expenses$3,984
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotathalon$47,359$47,359$96$47,263
Total Events$47,359$47,359$3,344$44,015
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
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

NO REVIEW IS CONDUCTED.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Findlay Rotary Foundation Inc
EIN
34-1403393
Phone
4194227557
Address
101 W SANDUSKY ST 212, FINDLAY, OH 45840

Signing Officer

Name
John Harrington
Title
Secretary
Phone
4194227557
Signed
2018-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Harrington
Formed
1970
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
133

Preparer

Firm
Ridge & Company CPA Inc
Address
314 W HARDIN ST, FINDLAY, OH 45840
Preparer
Robin L Ridge CPA
Phone
4194241835
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

MEALS

Form 990, Part XI, Line 9

Change in community foundation 56,349

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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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