Civic Intelligence

Hudson Rotary Foundation Inc.

990EZ • Fiscal year 2021 • EIN 34-1856507

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 29, 2021

P O Box 2260Hudson, OH 44236

(330) 665-2312

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

18%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$331,221

Up $35,354 (+12%) from 2020

Net Assets

Up

$324,566

Up $35,354 (+12%) from 2020

Liabilities

Flat

$6,655

Flat from 2020

Revenue

Up

$36,106

Up $5,509 (+18%) from 2020

Expenses

Up

$43,722

Up $10,609 (+32%) from 2020

Net Income

Down

-$7,616

Down $5,100 (-203%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $212,161Net Assets 2016: $212,1612016Assets 2017: $267,684Net Assets 2017: $267,6842017Assets 2018: $273,991Net Assets 2018: $273,9912018Assets 2019: $298,518Liabilities 2019: $6,655Net Assets 2019: $291,8632019Assets 2020: $295,867Liabilities 2020: $6,655Net Assets 2020: $289,2122020Assets 2021: $331,221Liabilities 2021: $6,655Net Assets 2021: $324,5662021Assets 2022: $408,617Net Assets 2022: $408,6172022Assets 2023: $403,891Net Assets 2023: $403,8912023Assets 2024: $535,452Liabilities 2024: $0Net Assets 2024: $535,4522024

Highlighted filing

2021

Assets$331,221
Liabilities$6,655
Net Assets$324,566

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2016: $68,644Expenses 2016: $46,390Net Income 2016: $22,2542016Revenue 2017: $85,223Expenses 2017: $46,840Net Income 2017: $38,3832017Revenue 2018: $49,891Expenses 2018: $48,045Net Income 2018: $1,8462018Revenue 2019: $66,527Expenses 2019: $54,511Net Income 2019: $12,0162019Revenue 2020: $30,597Expenses 2020: $33,113Net Income 2020: -$2,5162020Revenue 2021: $36,106Expenses 2021: $43,722Net Income 2021: -$7,6162021Revenue 2022: $148,308Expenses 2022: $32,330Net Income 2022: $115,9782022Revenue 2023: $72,216Expenses 2023: $184,584Net Income 2023: -$112,3682023Revenue 2024: $136,090Expenses 2024: $68,518Net Income 2024: $67,5722024

Highlighted filing

2021

Revenue$36,106
Expenses$43,722
Net Income-$7,616
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 29, 2021
Return Version
2020v4.0
Gross Receipts
$152,572
Mission and Program Overview

Mission

To make charitable contributions to hudson area high school students

Program Services

DescriptionGrantsExpenses
GRANTS TO NFP ORGANIZATIONS$20,187$20,187
SCHOLARSHIPS$18,000$18,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT LAFOUNTAINPresident-$0--
DAN WILLIAMSTrustee-$0--
KATHRYN SINESTrustee-$0--
JANE HOWINGTONTrustee-$0--
DOUG MCDOWELLTreasurer-$0--
JOHN HOPKINSTrustee-$0--
KEITH VIERSVice Preside-$0--
RICHARD NEBIOLOTrustee-$0--
KELLY BRENNANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Hudson Rotary Foundation Inc
EIN
34-1856507
Phone
3306652312
Address
P O BOX 2260, HUDSON, OH 44236

Signing Officer

Name
Doug Mcdowell
Title
Treasurer
Signed
2021-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Donovan Klimczak and Company
Address
581 BOSTON MILLS RD STE 100, HUDSON, OH 44236-1193
Preparer
Richard K Warfield CPA
Phone
3306551395
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: see attached list cash contribution: 18,000 class of activity: see attached list cash contribution: 20,187

Form 990-ez, Part I, Line 20

Fair market value adjustment - c/y 42,970

Form 990-ez, Part II, Line 26

Grant payable boy scouts troop 6,655 6,655

Form 990-ez, Part III

To make charitable contributions to hudson area high school students

Raw XML Appendix196 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MATT LAFOUNTAIN
CompensationExplanation/CompensationExplanationGrp/PersonNm1DAN WILLIAMS
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATHRYN SINES
CompensationExplanation/CompensationExplanationGrp/PersonNm3JANE HOWINGTON
CompensationExplanation/CompensationExplanationGrp/PersonNm4DOUG MCDOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm5JOHN HOPKINS
CompensationExplanation/CompensationExplanationGrp/PersonNm6KEITH VIERS
CompensationExplanation/CompensationExplanationGrp/PersonNm7RICHARD NEBIOLO
CompensationExplanation/CompensationExplanationGrp/PersonNm8KELLY BRENNAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOUG MCDOWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum03306652312
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2260
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUDSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044236
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0295867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0331221
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01060
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0116353
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7616
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05429
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0331221
IRS990EZ/FundraisingGrossIncomeAmt011377
IRS990EZ/GainOrLossFromSaleOfAssetsAmt014711
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038187
IRS990EZ/GrossReceiptsAmt0152572
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09071
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289212
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0324566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289212
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0324566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT LAFOUNTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHRYN SINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANE HOWINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DOUG MCDOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEITH VIERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RICHARD NEBIOLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KELLY BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt042970
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAKE CHARITABLE CONTRIBUTIONS TO HUDSON AREA HIGH SCHOOL STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0106
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO NFP ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020187
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt118000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020187
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0131064
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0113
IRS990EZ/SpecialEventsNetIncomeLossAmt011264
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06655
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06655
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043722
IRS990EZ/TotalProgramServiceExpensesAmt038187
IRS990EZ/TotalRevenueAmt036106
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HUDSONROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04278
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt078760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091822
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0290474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05693
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04278
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019394
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94280
IRS990ScheduleA/PublicSupportPY509Pct00.97240
IRS990ScheduleA/PublicSupportTotal509Amt0319886
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110783
IRS990ScheduleA/Total509Grp/TotalAmt0319886
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110905
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0339280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: SEE ATTACHED LIST CASH CONTRIBUTION: 18,000 CLASS OF ACTIVITY: SEE ATTACHED LIST CASH CONTRIBUTION: 20,187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAIR MARKET VALUE ADJUSTMENT - C/Y 42,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANT PAYABLE BOY SCOUTS TROOP 6,655 6,655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO MAKE CHARITABLE CONTRIBUTIONS TO HUDSON AREA HIGH SCHOOL STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG MCDOWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUDSON ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HUDS
ReturnHeader/Filer/EIN0341856507
ReturnHeader/Filer/PhoneNum03306652312
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2260
ReturnHeader/Filer/USAddress/CityNm0HUDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341695051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONOVAN KLIMCZAK AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0581 BOSTON MILLS RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0442361193
ReturnHeader/PreparerPersonGrp/PhoneNum03306551395
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD K WARFIELD CPA
ReturnHeader/ReturnTs02021-08-04T10:25:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCDOWELL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings