Civic Intelligence

Millersburg Rotary Scholarship & Loan Foundation

EIN 34-6555045 • 501(c)3 • Millersburg, OH

Pub. 78 Eligible990-N Coverage

Profile

To receive and maintain a fund or funds of real or personal property, or both, and, to use and apply the whole or any part of the income therefrom and the principal thereof exclusively for educational purposes and educational activities within the united states of america.

C/O Tom Jeffries PO Box 46Millersburg, OH 44654

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-1165%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

$88,428

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$88,428

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

$1,495

No earlier filing loaded for comparison.

Expenses

$18,914

No earlier filing loaded for comparison.

Net Income

-$17,419

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2016: $88,428Liabilities 2016: $0Net Assets 2016: $88,4282016

Highlighted filing

2016

Assets$88,428
Liabilities$0
Net Assets$88,428
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2016: $1,495Expenses 2016: $18,914Net Income 2016: -$17,4192016

Highlighted filing

2016

Revenue$1,495
Expenses$18,914
Net Income-$17,419
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,428
Liabilities
$0
Net assets
$88,428
Revenue
$1,495
Expenses
$18,914
Net income
-$17,419
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$88.4$0.00$88.4$1.50$18.9$17.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Dec 9, 2016
Return Version
2015v2.1
Gross Receipts
$1,495
Mission and Program Overview

Mission

To receive and maintain a fund or funds of real or personal property, or both, and, to use and apply the whole or any part of the income therefrom and the principal thereof exclusively for educational purposes and educational activities within the united states of america.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONTINUES TO MANAGE AN EXCHANGE STUDENT PROGRAM AND ALSO BEGAN A SCHOLARSHIP FUND THIS YEAR.$18,746$18,746
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM JEFFRIESPresident-$0--
GEORGE BENDERVice President-$0--
MICHAEL UHLTreasurer-$0--
MAX MILLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Millersburg Rotary Scholarship
EIN
34-6555045
Phone
3306746055
Address
C/O TOM JEFFRIES PO BOX 46, MILLERSBURG, OH 44654

Signing Officer

Name
Tom Jeffries
Title
President
Phone
3306746055
Signed
2016-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Rea & Associates Inc
Address
212 N Washington Street, Millersburg, OH 44654
Preparer
Tom Jeffries CPA
Phone
3306746055
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INTEREST INCOME. Amount: 1,495.”

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: SCHOLARSHIP FUND DONATION. Grantee Name: HOLMES COUNTY EDUCATION FOUNDATION. Grantee Address: 114 N. CLAY ST. MILLERSBURG, OH 44654. Grantee Relationship: N/A. Date of Gift: 11/13/15. Amount Given: 18,000.”

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

“Description: OH FILING FEES. Amount: 100. Description: MISCELLANEOUS EXPENSES. Amount: 814. Total to Form 990-EZ, line 16: 914.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: A/R - STUDENT EXCHANGE LOANS. Beg. of Year Amount: 66,222. End of Year Amount: 52,291.”

Raw XML Appendix156 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/PhoneNum03306743606
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 46
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILLERSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044654
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039625
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM JEFFRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE BENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL UHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAX MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt052291
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0914
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RECEIVE AND MAINTAIN A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY, OR BOTH, AND, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND EDUCATIONAL ACTIVITIES WITHIN THE UNITED STATES OF AMERICA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CONTINUES TO MANAGE AN EXCHANGE STUDENT PROGRAM AND ALSO BEGAN A SCHOLARSHIP FUND THIS YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018746
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt01495
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0495
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01374
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06190
IRS990ScheduleA/InvestmentIncomePYPct00.46120
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50560
IRS990ScheduleA/PublicSupportPY170Pct00.53880
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IRS990ScheduleA/PublicSupportTotal170Amt06329
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01519
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06329
IRS990ScheduleA/TotalSupportAmt012519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 1,495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: SCHOLARSHIP FUND DONATION. Grantee Name: HOLMES COUNTY EDUCATION FOUNDATION. Grantee Address: 114 N. CLAY ST. MILLERSBURG, OH 44654. Grantee Relationship: N/A. Date of Gift: 11/13/15. Amount Given: 18,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: OH FILING FEES. Amount: 100. Description: MISCELLANEOUS EXPENSES. Amount: 814. Total to Form 990-EZ, line 16: 914.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: A/R - STUDENT EXCHANGE LOANS. Beg. of Year Amount: 66,222. End of Year Amount: 52,291.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM JEFFRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03306746055
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILLERSBURG ROTARY SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& LOAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILL
ReturnHeader/Filer/EIN0346555045
ReturnHeader/Filer/PhoneNum03306746055
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TOM JEFFRIES PO BOX 46
ReturnHeader/Filer/USAddress/CityNm0MILLERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044654
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rea & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 N Washington Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Millersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044654
ReturnHeader/PreparerPersonGrp/PhoneNum03306746055
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tom Jeffries CPA
ReturnHeader/ReturnTs02016-12-15T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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