Civic Intelligence

Rotary International Defiance

990EZ • Fiscal year 2014 • EIN 34-6554757

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

PO Box 83043512

(419) 782-1040

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

$32,064

No earlier filing loaded for comparison.

Net Assets

$30,704

No earlier filing loaded for comparison.

Liabilities

$1,360

No earlier filing loaded for comparison.

Revenue

$102,109

No earlier filing loaded for comparison.

Expenses

$91,864

No earlier filing loaded for comparison.

Net Income

$10,245

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.

$40K$30K$20K$10K$0Assets 2014: $32,064Liabilities 2014: $1,360Net Assets 2014: $30,7042014Assets 2015: $30,090Liabilities 2015: $425Net Assets 2015: $29,6652015Assets 2016: $30,654Net Assets 2016: $30,6542016Assets 2017: $21,593Net Assets 2017: $21,5932017Assets 2018: $23,343Net Assets 2018: $23,3432018Assets 2020: $16,706Liabilities 2020: $164Net Assets 2020: $16,5422020Assets 2022: $27,281Liabilities 2022: $289Net Assets 2022: $26,9922022Assets 2023: $38,494Net Assets 2023: $38,4942023

Highlighted filing

2014

Assets$32,064
Liabilities$1,360
Net Assets$30,704

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $102,109Expenses 2014: $91,864Net Income 2014: $10,2452014Revenue 2015: $105,086Expenses 2015: $106,125Net Income 2015: -$1,0392015Revenue 2016: $104,998Expenses 2016: $104,009Net Income 2016: $9892016Revenue 2017: $90,975Expenses 2017: $100,036Net Income 2017: -$9,0612017Revenue 2018: $85,504Expenses 2018: $83,754Net Income 2018: $1,7502018Revenue 2020: $62,520Expenses 2020: $58,987Net Income 2020: $3,5332020Revenue 2022: $85,562Expenses 2022: $68,317Net Income 2022: $17,2452022Revenue 2023: $79,996Expenses 2023: $68,494Net Income 2023: $11,5022023

Highlighted filing

2014

Revenue$102,109
Expenses$91,864
Net Income$10,245
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$102,109
Mission and Program Overview

Mission

The mission of rotary international, a worldwide association of rotary clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Program Services

DescriptionGrantsExpenses
ROTARY INTERNATIONAL ENABLES ROTARIANS TO ADVANCE THEIR MISSION THROUGH IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS A NOT-FOR-PROFIT COPORATION SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.-$59,966
ROTARY INTERNATIONAL ENABLES ROTARIANS TO ADVANCE THEIR MISSION THROUGH IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS A NOT-FOR-PROFIT COPORATION SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENT BEILHARZTreasurer-$0--
JIM GILLISSecretary-$0--
CARRIE WETSTEIN2nd Vice Pre-$0--
TRINA BUETTNERPresident-$0--
DARLINE CLEMENSBoard Of Director-$0--
ISAAC LEE1st Vice Pre-$0--
DALE HESSPresident El-$0--
BRIAN MARTINBoard Of Director-$0--
MIKE ADAMSBoard Of Director-$0--
MATT GILROYBoard Of Director-$0--
JAMIE FLEMINGBoard Of Director-$0--
CARA OLSONBoard Of Director-$0--
Filing and Contact Details

Filer

EIN
34-6554757
Phone
4197821040

Signing Officer

Name
Kent Beilharz
Title
Treasurer
Phone
4197821040
Signed
2014-11-14

Preparer

Preparer
Kent S Beilharz
Phone
4197821040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Gumball machine 24 total 24

Form 990-ez, Part I, Line 10

Defiance rotary foundation, inc. 20,914 defiance rotary foundation, inc. Po box 7177 defiance oh 43512

Form 990-ez, Part I, Line 16

World community workshop office supplies 5 meals/meetings 36 student staff 1,250 faculty leaders 2,300 keynote speaker 200 sublet 775 liaison stipend 2,000 t-shirts 628 entertainment 300 expenses advertising 39 4-way speech contest 400 world community workshop 1,800 postage & supplies 654 official rotary materials 211 web site 1,282 conferences 1,695 board & committee meetings 416 insurance 140 memberships and dues 130 total 14,261

Form 990-ez, Part II, Line 24

Loans receivable 201 0 1,897 1,897 less accumulated depreciation 1,897 1,897 deposits 600 0 total 801 0

Form 990-ez, Part II, Line 26

Deferred revenue 548 1,360 defiance rotary foundation 2,808 0

Form 990-ez, Part III

The mission of rotary international, a worldwide association of rotary clubs, is to provide service to others, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders.

Form 990-ez, Part III, Line 28

Rotary international enables rotarians to advance their mission through improvement of health, the support of education, and the alleviation of poverty. The foundation is a not-for-profit coporation supported solely by voluntary contributions from rotarians and friends of the foundation who share its vision of a better world.

Form 990-ez, Part III, Line 31

Rotary international enables rotarians to advance their mission through improvement of health, the support of education, and the alleviation of poverty. The foundation is a not-for-profit coporation supported solely by voluntary contributions from rotarians and friends of the foundation who share its vision of a better world.

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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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CompensationExplanation/CompensationExplanationGrp/PersonNm2CARRIE WETSTEIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3TRINA BUETTNER
CompensationExplanation/CompensationExplanationGrp/PersonNm4DARLINE CLEMENS
CompensationExplanation/CompensationExplanationGrp/PersonNm5ISAAC LEE
CompensationExplanation/CompensationExplanationGrp/PersonNm6DALE HESS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD OF DIR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0801
IRS990EZ/OtherExpensesTotalAmt014261
IRS990EZ/OtherRevenueTotalAmt024
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF ROTARY INTERNATIONAL, A WORLDWIDE ASSOCIATION OF ROTARY CLUBS, IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
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IRS990EZ/WebsiteAddressTxt0WWW.DEFIANCEROTARY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUMBALL MACHINE 24 TOTAL 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEFIANCE ROTARY FOUNDATION, INC. 20,914 DEFIANCE ROTARY FOUNDATION, INC. PO BOX 7177 DEFIANCE OH 43512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WORLD COMMUNITY WORKSHOP OFFICE SUPPLIES 5 MEALS/MEETINGS 36 STUDENT STAFF 1,250 FACULTY LEADERS 2,300 KEYNOTE SPEAKER 200 SUBLET 775 LIAISON STIPEND 2,000 T-SHIRTS 628 ENTERTAINMENT 300 EXPENSES ADVERTISING 39 4-WAY SPEECH CONTEST 400 WORLD COMMUNITY WORKSHOP 1,800 POSTAGE & SUPPLIES 654 OFFICIAL ROTARY MATERIALS 211 WEB SITE 1,282 CONFERENCES 1,695 BOARD & COMMITTEE MEETINGS 416 INSURANCE 140 MEMBERSHIPS AND DUES 130 TOTAL 14,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOANS RECEIVABLE 201 0 1,897 1,897 LESS ACCUMULATED DEPRECIATION 1,897 1,897 DEPOSITS 600 0 TOTAL 801 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEFERRED REVENUE 548 1,360 DEFIANCE ROTARY FOUNDATION 2,808 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MISSION OF ROTARY INTERNATIONAL, A WORLDWIDE ASSOCIATION OF ROTARY CLUBS, IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY INTERNATIONAL ENABLES ROTARIANS TO ADVANCE THEIR MISSION THROUGH IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS A NOT-FOR-PROFIT COPORATION SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROTARY INTERNATIONAL ENABLES ROTARIANS TO ADVANCE THEIR MISSION THROUGH IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY. THE FOUNDATION IS A NOT-FOR-PROFIT COPORATION SUPPORTED SOLELY BY VOLUNTARY CONTRIBUTIONS FROM ROTARIANS AND FRIENDS OF THE FOUNDATION WHO SHARE ITS VISION OF A BETTER WORLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT BEILHARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04197821040
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL DEFIANCE
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0346554757
ReturnHeader/Filer/PhoneNum04197821040
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ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341835652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BEILHARZ CONSULTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10200 PERRY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DEFIANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0435122103
ReturnHeader/PreparerPersonGrp/PhoneNum04197821040
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT S BEILHARZ
ReturnHeader/ReturnTs02014-11-14T13:51:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • <$500k nonprofits