Civic Intelligence

Perrysburg Rotary Service Foundation

990 • Fiscal year 2014 • EIN 34-1438957

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 29, 2014

906 Oak Knoll Dr43551

(419) 329-2630

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$987,358

Up $178,181 (+22%) from 2013

Net Assets

Up

$987,358

Up $178,181 (+22%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$179,714

No earlier filing loaded for comparison.

Expenses

Down

$82,602

Down $3,343 (-3.9%) from 2013

Net Income

$97,112

No earlier filing loaded for comparison.

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 2011: $707,623Liabilities 2011: $0Net Assets 2011: $707,6232011Assets 2012: $690,814Liabilities 2012: $0Net Assets 2012: $690,8142012Assets 2013: $809,177Liabilities 2013: $0Net Assets 2013: $809,1772013Assets 2014: $987,358Liabilities 2014: $0Net Assets 2014: $987,3582014Assets 2015: $1,033,956Liabilities 2015: $0Net Assets 2015: $1,033,9562015Assets 2016: $960,370Liabilities 2016: $0Net Assets 2016: $960,3702016Assets 2017: $1,093,935Liabilities 2017: $0Net Assets 2017: $1,093,9352017Assets 2018: $1,216,864Liabilities 2018: $0Net Assets 2018: $1,216,8642018Assets 2019: $1,325,749Liabilities 2019: $0Net Assets 2019: $1,325,7492019Assets 2020: $1,342,454Liabilities 2020: $0Net Assets 2020: $1,342,4542020Assets 2021: $1,366,463Liabilities 2021: $0Net Assets 2021: $1,366,4632021Assets 2022: $1,233,306Liabilities 2022: $0Net Assets 2022: $1,233,3062022Assets 2023: $1,077,825Liabilities 2023: $0Net Assets 2023: $1,077,8252023Assets 2024: $1,165,413Liabilities 2024: $0Net Assets 2024: $1,165,4132024

Highlighted filing

2014

Assets$987,358
Liabilities$0
Net Assets$987,358

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $133,4622011Expenses 2012: $88,5652012Expenses 2013: $85,9452013Revenue 2014: $179,714Expenses 2014: $82,602Net Income 2014: $97,1122014Revenue 2015: $142,238Expenses 2015: $84,582Net Income 2015: $57,6562015Revenue 2016: $142,201Expenses 2016: $100,944Net Income 2016: $41,2572016Revenue 2017: $149,988Expenses 2017: $113,313Net Income 2017: $36,6752017Revenue 2018: $152,850Expenses 2018: $132,174Net Income 2018: $20,6762018Revenue 2019: $151,623Expenses 2019: $74,716Net Income 2019: $76,9072019Revenue 2020: $138,503Expenses 2020: $79,576Net Income 2020: $58,9272020Revenue 2021: $55,273Expenses 2021: $353,546Net Income 2021: -$298,2732021Revenue 2022: $220,066Expenses 2022: $87,496Net Income 2022: $132,5702022Revenue 2023: $201,003Expenses 2023: $407,166Net Income 2023: -$206,1632023Revenue 2024: $187,220Expenses 2024: $118,700Net Income 2024: $68,5202024

Highlighted filing

2014

Revenue$179,714
Expenses$82,602
Net Income$97,112
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 29, 2014
Return Version
2013v3.1
Gross Receipts
$546,567
Mission and Program Overview

Mission

Provide funds for charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$809,177$987,358▲ $178,181
Investments in Publicly Traded Securities$770,411$952,552▲ $182,141
Cash and Non-Interest-Bearing Accounts$38,766$34,806▼ $3,960
Total Assets$809,177$987,358▲ $178,181
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$809,177$987,358▲ $178,181
Total Liabilities and Net Assets / Fund Balance$809,177$987,358▲ $178,181
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jack SculfortChairman
Tom SchmidtVice Chairma
Christian VogelTrustee
David WiseTrustee
Greg ArchambeauTrustee
Julie RobertsTrustee
Stephen HopkinsTrustee
Susan NelsonTrustee
Ken RobinsonSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$93,763
Program Service Revenue
$0
Investment Income
$71,075
Other Revenue
$14,876
All Other Contributions
$22,563
Change in Net Assets
$97,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,673
Other Expenses$5,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,293--$73,293
Grants to Domestic Individuals$3,380--$3,380
Fees for Services Legal-$2,500-$2,500
Fees for Services Accounting-$1,338-$1,338
Other Expenses-$36-$36
Total Functional Expenses$76,673$5,929$0$82,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$20,000
----$12,000
----$11,500
----$5,019
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,543
Fundraising Direct Expenses$58,667
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$116,284$45,084$44,985$99
Event 2$13,164$13,164$5,948$7,216
Total Events$144,743$73,543$58,667$14,876
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
Backup withholding compliance
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

990 is reviewed by treasurer prior to filing with irs.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

EIN
34-1438957

Signing Officer

Name
Ken Robinson
Title
Treasurer
Signed
2014-09-29

Organization Details

Principal Officer
Ken Robinson
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
Robert I Hinds
Phone
4198933371
Raw XML Appendix344 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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IRS990/TotalAssetsEOYAmt0987358
IRS990/TotalAssetsGrp/BOYAmt0809177
IRS990/TotalAssetsGrp/EOYAmt0987358
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093763
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05929
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076673
IRS990/TotalFunctionalExpensesGrp/TotalAmt082602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0809177
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0987358
IRS990/TotalProgramServiceExpensesAmt076673
IRS990/TotalRevenueGrp/ExclusionAmt038260
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047691
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179714
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0809177
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0987358
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.PERRYSBURGROTARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10PERRYSBURG ROTARY SERVICE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0341438957
ReturnHeader/Filer/USAddress/AddressLine10906 OAK KNOLL DR
ReturnHeader/Filer/USAddress/City0PERRYSBURG
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043551
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341204168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOCK KORSNACK & HINDS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101607 HOLLAND RD PO BOX 1145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198933371
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT I HINDS
ReturnHeader/ReturnTs02014-10-03T09:15:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.19$0.12$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.20$0.41$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.22$0.09$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.35$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.14$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.15$0.07$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.15$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.14$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.14$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.18$0.08$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.13