Berea Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 34-6556495

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization Profile berearotary.org

PO Box 55Berea, OH 44017

(440) 503-2121

Siviq Scores

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

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-143%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

4.2%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

-98%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

$59,413

Up $2,392 (+4.2%) from 2014

Net Assets

$59,413

Up $2,392 (+4.2%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin3rd percentile

Revenue

Down

$103

Down $5,671 (-98%) from 2014

Expenses

Down

$250

Down $992 (-80%) from 2014

Net Income

Down

-$147

Down $4,679 (-103%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

Highlighted filing

2015

Assets$59,413

Liabilities$0

Net Assets$59,413

Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2015

Revenue$103

Expenses$250

Net Income-$147

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Nov 16, 2015
Return Version: 2014v5.0
Gross Receipts: $103

Mission and Program Overview

Mission

Support of charitable, civic and educational programs.

Program Services

Description	Grants	Expenses
Encouragement and collection of contributions, primarily from members of the Rotary Club of Berea, that are then distributed to community organizations that provide assistance, primarily food products, to needy individuals at Thanksgiving, Christmas and other times during the year.	$0	$0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Russell Hill	President Protemp	-	$0	-	-
Kathleen Olmeda	Vice President	-	$0	-	-
Thomas O'Donnell	Secretary	-	$0	-	-
Robert Hammer	Treasurer	-	$0	-	-
Matthew Lombardi	Director	-	$0	-	-
Marc West	Director	-	$0	-	-
JoAnn Solnick	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Berea Rotary Foundation Inc
EIN: 34-6556495
Phone: 4405032121
Address: PO Box 55, BEREA, OH 44017

Signing Officer

Name: Robert Hammer
Title: Treasurer
Phone: 4405032121
Signed: 2015-11-16

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Form 990-EZ, Part I, Line 10 - None in excess of $5,000”

Form 990-EZ, Part I, Line 20

“Recovery of previously reported assets.”

Raw XML Appendix186 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Robert Hammer
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4405032121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	PO Box 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BEREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	44017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	57021
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	59413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	100
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-147
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	0
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	57021
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	59413
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	250
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	103
IRS990EZ/GrossSalesOfInventoryAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	3
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	57021
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	59413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	57021
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	59413
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	0.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	0.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	0.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Russell Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Kathleen Olmeda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Thomas O'Donnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Robert Hammer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Matthew Lombardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	Marc West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	JoAnn Solnick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President ProTemp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	Director
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	2539
IRS990EZ/OtherExpensesTotalAmt	0	0
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Support of charitable, civic and educational programs.
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Encouragement and collection of contributions, primarily from members of the Rotary Club of Berea, that are then distributed to community organizations that provide assistance, primarily food products, to needy individuals at Thanksgiving, Christmas and other times during the year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OH
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	250
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	103
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	berearotary.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd	0	1
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	Rotary Club of Berea is a 502(c)(3).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	1	Support for projects is approved by both the Berea Foundation directors and the Rotary Club of Berea directors.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	Schedule A, Part IV, Section A, Line 3b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	1	Schedule A, Part IV, Section A, Line 3c
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd	0	1
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	346557858
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	501(c)(4)
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	Rotary Club of Berea
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType2Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Form 990-EZ, Part I, Line 10 - None in excess of $5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Recovery of previously reported assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt	0	November 15 fell on a Sunday therefore allowing returns to be filed by Monday, November 16.
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Robert Hammer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4405032121
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BEREA ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	BERE
ReturnHeader/Filer/EIN	0	346556495
ReturnHeader/Filer/PhoneNum	0	4405032121
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 55
ReturnHeader/Filer/USAddress/CityNm	0	BEREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44017
ReturnHeader/ReturnTs	0	2015-11-16T15:08:43-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $59,413
Liabilities: $0
Net assets: $59,413
Revenue: $103
Expenses: $250
Net income: -$147

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$19.1	$0.00	$19.1	$0.00	$2.50	$2.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$27.9	$0.00	$27.9	$3.00	$10.2	$7.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$35.0	$0.00	$35.0	$0.00	$0.10	$0.10
2020Detailed filing. Detailed filing data is available for this year.	$35.1	$0.00	$35.1	$2.53	$27.4	$24.9
2019Detailed filing. Detailed filing data is available for this year.	$60.0	$0.00	$60.0	$0.93	$5.10	$4.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$64.2	$0.00	$64.2	$3.03	$0.10	$2.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$61.3	$0.00	$61.3	$0.01	$0.08	$0.07
2016Detailed filing. Detailed filing data is available for this year.	$61.3	$0.00	$61.3	$2.01	$0.10	$1.91
2015Detailed filing. Detailed filing data is available for this year.	$59.4	$0.00	$59.4	$0.10	$0.25	$0.15
2014Detailed filing. Detailed filing data is available for this year.	$57.0	$0.00	$57.0	$5.77	$1.24	$4.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$52.5	$0.00	$52.5	$3.28	$1.05	$2.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$50.3	$0.00	$50.3	$4.15	$4.51	$0.37