Civic Intelligence

Kent Rotary Foundation

990EZ • Fiscal year 2020 • EIN 34-1438470

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 16, 2020

Organization ProfileN/A
PO Box 6Kent, OH 44240

(330) 221-7317

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

6th percentile

-132%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

1.6%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$339,901

Up $16,126 (+5.0%) from 2017

Net Assets

Up

$339,901

Up $16,126 (+5.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$17,208

Down $17,823 (-51%) from 2017

Expenses

Up

$39,934

Up $10,088 (+34%) from 2017

Net Income

Down

-$22,726

Down $27,911 (-538%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2014: $278,827Net Assets 2014: $278,8272014Assets 2015: $305,878Net Assets 2015: $305,8782015Assets 2016: $318,590Net Assets 2016: $318,5902016Assets 2017: $323,775Net Assets 2017: $323,7752017Assets 2020: $339,901Net Assets 2020: $339,9012020Assets 2021: $450,113Net Assets 2021: $450,1132021Assets 2022: $425,694Net Assets 2022: $425,6942022Assets 2023: $479,080Net Assets 2023: $479,0802023Assets 2024: $507,676Liabilities 2024: $0Net Assets 2024: $507,6762024

Highlighted filing

2020

Assets$339,901
Liabilities-
Net Assets$339,901
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $25,754Expenses 2014: $20,816Net Income 2014: $4,9382014Revenue 2015: $55,955Expenses 2015: $28,904Net Income 2015: $27,0512015Revenue 2016: $30,728Expenses 2016: $18,016Net Income 2016: $12,7122016Revenue 2017: $35,031Expenses 2017: $29,846Net Income 2017: $5,1852017Revenue 2020: $17,208Expenses 2020: $39,934Net Income 2020: -$22,7262020Revenue 2021: $103,983Expenses 2021: $45,981Net Income 2021: $58,0022021Revenue 2022: $89,392Expenses 2022: $40,818Net Income 2022: $48,5742022Revenue 2023: $69,322Expenses 2023: $31,041Net Income 2023: $38,2812023Revenue 2024: $66,170Expenses 2024: $53,065Net Income 2024: $13,1052024

Highlighted filing

2020

Revenue$17,208
Expenses$39,934
Net Income-$22,726
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$17,958
Mission and Program Overview

Mission

SEE SCH O

Program Services

DescriptionGrantsExpenses
To promote and serve the charitable and education al needs of the Kent community and Portage County. To promote and support the Rotary Club of Kent and its charitable projects.$39,700$39,934
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL CRIMIPresident-$0--
SHARON SLEDZIKTreasurer-$0--
STEVE BELLISecretary-$0--
PAUL ORGANDirector-$0--
MARY BETH HARPERDirector-$0--
SUE WHITINGDirector-$0--
MATTHEW CARROLLDirector / Assistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kent Rotary Foundation
EIN
34-1438470
Phone
3302217317
Address
PO BOX 6, KENT, OH 44240

Signing Officer

Name
Carol Crimi
Title
President
Signed
2020-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Margida & Associates Inc
Address
3926 Clock Pointe Trail Suite 102, Stow, OH 44224
Preparer
John T Margida
Phone
3309260023
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank fees 48”

Form 990-EZ, Part I, Line 16, Other Expenses

“Collection fees 62”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous 24”

Form 990-EZ, Part I, Line 16, Other Expenses

“State filing fees 100”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized gain 1,885”

Form 990-EZ, Part III, Line Primary Exempt Purpose

“To promote and serve the charitable and education al needs of the Kent community and Portage County. To promote and support the Rotary Club of Kent and its charitable projects.”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03302217317
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KENT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0360742
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0339901
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IRS990EZ/ContributionsGiftsGrantsEtcAmt013305
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22726
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6001.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL CRIMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON SLEDZIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE BELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL ORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY BETH HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUE WHITING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATTHEW CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR / ASSISTANT TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01885
IRS990EZ/OtherExpensesTotalAmt0234
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCH O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote and serve the charitable and education al needs of the Kent community and Portage County. To promote and support the Rotary Club of Kent and its charitable projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039934
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0750
IRS990EZ/SpecialEventsNetIncomeLossAmt0300
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt039934
IRS990EZ/TotalProgramServiceExpensesAmt039934
IRS990EZ/TotalRevenueAmt017208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0196540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03251
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012327
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94100
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.96180
IRS990ScheduleA/PublicSupportTotal170Amt0196540
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014355
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060310
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038892
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0196540
IRS990ScheduleA/TotalSupportAmt0208867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank fees 48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Collection fees 62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3State filing fees 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Unrealized gain 1,885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5To promote and serve the charitable and education al needs of the Kent community and Portage County. To promote and support the Rotary Club of Kent and its charitable projects.
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044224
ReturnHeader/PreparerPersonGrp/PhoneNum03309260023
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Margida
ReturnHeader/ReturnTs02020-10-16T01:52:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,901
Liabilities
-
Net assets
$339,901
Revenue
$17,208
Expenses
$39,934
Net income
-$22,726
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.66$0.53$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.79$4.79$0.69$0.31$0.38
2022Detailed filing. Detailed filing data is available for this year.$4.26$4.26$0.89$0.41$0.49
2021Detailed filing. Detailed filing data is available for this year.$4.50$4.50$1.04$0.46$0.58
2020Detailed filing. Detailed filing data is available for this year.$3.40$3.40$0.17$0.40$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.24$3.24$0.35$0.30$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.19$3.19$0.31$0.18$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.06$3.06$0.56$0.29$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.79$2.79$0.26$0.21$0.05