Civic Intelligence

Montpelier Rotary Club

EIN 34-6555822 • 501(c)4 • Montpelier, OH

Profile

SUPPORT COMMUNITY

PO Box 112Montpelier, OH 43543

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

95th percentile

61%

Higher net margin than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

133%

Faster asset growth than 97% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2705%

Faster revenue growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$83,171

Up $47,524 (+133%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$83,171

Up $47,524 (+133%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$77,425

Up $74,665 (+2705%) from 2023

Expenses

Up

$29,902

Up $406 (+1.4%) from 2023

Net Income

Up

$47,523

Up $74,259 (+278%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$100K$50K$0Assets 2011: $51,397Net Assets 2011: $51,3972011Assets 2012: $72,270Net Assets 2012: $72,2702012Assets 2013: $37,717Net Assets 2013: $37,7172013Assets 2014: $32,219Net Assets 2014: $32,2192014Assets 2015: $37,216Net Assets 2015: $37,2162015Assets 2016: $44,225Net Assets 2016: $44,2252016Assets 2017: $79,348Net Assets 2017: $79,3482017Assets 2018: $85,666Net Assets 2018: $85,6662018Assets 2019: $59,802Net Assets 2019: $59,8022019Assets 2020: $30,406Net Assets 2020: $30,4062020Assets 2021: $44,397Net Assets 2021: $44,3972021Assets 2022: $62,383Net Assets 2022: $62,3832022Assets 2023: $35,647Net Assets 2023: $35,6472023Assets 2024: $83,171Net Assets 2024: $83,1712024

Highlighted filing

2024

Assets$83,171
Liabilities-
Net Assets$83,171
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: $28,708Expenses 2011: $20,320Net Income 2011: $8,3882011Revenue 2012: $42,053Expenses 2012: $21,181Net Income 2012: $20,8722012Revenue 2013: $43,498Expenses 2013: $78,051Net Income 2013: -$34,5532013Revenue 2014: $30,675Expenses 2014: $36,173Net Income 2014: -$5,4982014Revenue 2015: $23,547Expenses 2015: $18,550Net Income 2015: $4,9972015Revenue 2016: $32,226Expenses 2016: $25,217Net Income 2016: $7,0092016Revenue 2017: $66,029Expenses 2017: $30,906Net Income 2017: $35,1232017Revenue 2018: $37,033Expenses 2018: $30,715Net Income 2018: $6,3182018Revenue 2019: $51,890Expenses 2019: $77,755Net Income 2019: -$25,8652019Revenue 2020: -$1,957Expenses 2020: $27,438Net Income 2020: -$29,3952020Revenue 2021: $35,761Expenses 2021: $21,770Net Income 2021: $13,9912021Revenue 2022: $58,079Expenses 2022: $40,093Net Income 2022: $17,9862022Revenue 2023: $2,760Expenses 2023: $29,496Net Income 2023: -$26,7362023Revenue 2024: $77,425Expenses 2024: $29,902Net Income 2024: $47,5232024

Highlighted filing

2024

Revenue$77,425
Expenses$29,902
Net Income$47,523
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,171
Liabilities
-
Net assets
$83,171
Revenue
$77,425
Expenses
$29,902
Net income
$47,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$83.2$83.2$77.4$29.9$47.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$35.6$2.76$29.5$26.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.4$62.4$58.1$40.1$18.0
2021Detailed filing. Detailed filing data is available for this year.$44.4$44.4$35.8$21.8$14.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$30.4$1.96$27.4$29.4
2019Detailed filing. Detailed filing data is available for this year.$59.8$59.8$51.9$77.8$25.9
2018Detailed filing. Detailed filing data is available for this year.$85.7$85.7$37.0$30.7$6.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.3$79.3$66.0$30.9$35.1
2016Detailed filing. Detailed filing data is available for this year.$44.2$44.2$32.2$25.2$7.01
2015Detailed filing. Detailed filing data is available for this year.$37.2$37.2$23.5$18.6$5.00
2014Detailed filing. Detailed filing data is available for this year.$32.2$32.2$30.7$36.2$5.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$37.7$43.5$78.1$34.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.3$72.3$42.1$21.2$20.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.4$51.4$28.7$20.3$8.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Gross Receipts
$117,567
Mission and Program Overview

Mission

Community support for montpelier, ohio

Program Services

DescriptionGrantsExpenses
COMMUNITY DONATIONS$9,400$26,402
SCHOLARSHIPS$2,000$2,000
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELSEA STEINPresident-$0--
HEATHER GREENCo-Secretary-$0--
JASON KUNSMANCo-Secretary-$0--
RACHAEL SOSTOICo-Treasurer-$0--
ABBY WURMCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Car Raffle$95,524$95,524-$95,524
Total Events$95,524$95,524$29,802$65,722
Filing and Contact Details

Filer

Filer Name
Montpelier Rotary Club
EIN
34-6555822
Phone
2696153190
Address
PO BOX 112, MONTPELIER, OH 43543

Signing Officer

Name
Rachael Sostoi
Title
Co-treasurer
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Penrod & George
Address
216 SOUTH LYNN ST, BRYAN, OH 43506
Preparer
Sarah Sunderhaus
Phone
4196365633
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 125 insurance 830 district dues 5,590 meals & entertainment 9,265 supplies 1,192 total 17,002”

Raw XML Appendix121 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RACHAEL SOSTOI
IRS990EZ/BooksInCareOfDetail/PhoneNum02696153190
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010733 COUNTY ROAD J
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTPELIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043543
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035648
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083171
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt047523
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035648
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083171
IRS990EZ/FundraisingGrossIncomeAmt0110790
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011400
IRS990EZ/GrossReceiptsAmt0117567
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06747
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035648
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083171
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035648
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083171
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELSEA STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEATHER GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON KUNSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHAEL SOSTOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ABBY WURM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt017002
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SUPPORT FOR MONTPELIER, OHIO
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126402
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt040142
IRS990EZ/SpecialEventsNetIncomeLossAmt070648
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029902
IRS990EZ/TotalProgramServiceExpensesAmt028402
IRS990EZ/TotalRevenueAmt077425
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt012686
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt012686
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029802
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAR RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095524
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065722
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt016516
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt016516
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 125 INSURANCE 830 DISTRICT DUES 5,590 MEALS & ENTERTAINMENT 9,265 SUPPLIES 1,192 TOTAL 17,002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHAEL SOSTOI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTPELIER ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0346555822
ReturnHeader/Filer/PhoneNum02696153190
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 112
ReturnHeader/Filer/USAddress/CityNm0MONTPELIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043543
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341176143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PENROD & GEORGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0216 SOUTH LYNN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRYAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043506
ReturnHeader/PreparerPersonGrp/PhoneNum04196365633
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH SUNDERHAUS
ReturnHeader/ReturnTs02025-05-08T12:19:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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