Civic Intelligence

Berea Rotary Foundation Inc.

990EZ • Fiscal year 2018 • EIN 34-6556495

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

PO Box 55Berea, OH 44017

(440) 503-2121

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.8%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

33533%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$64,183

Up $2,927 (+4.8%) from 2017

Net Assets

Up

$64,183

Up $2,927 (+4.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$3,027

Up $3,018 (+33533%) from 2017

Expenses

Up

$100

Up $25 (+33%) from 2017

Net Income

Up

$2,927

Up $2,993 (+4535%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $50,261Liabilities 2012: $0Net Assets 2012: $50,2612012Assets 2013: $52,489Liabilities 2013: $0Net Assets 2013: $52,4892013Assets 2014: $57,021Liabilities 2014: $0Net Assets 2014: $57,0212014Assets 2015: $59,413Liabilities 2015: $0Net Assets 2015: $59,4132015Assets 2016: $61,322Liabilities 2016: $0Net Assets 2016: $61,3222016Assets 2017: $61,256Liabilities 2017: $0Net Assets 2017: $61,2562017Assets 2018: $64,183Liabilities 2018: $0Net Assets 2018: $64,1832018Assets 2019: $60,015Liabilities 2019: $0Net Assets 2019: $60,0152019Assets 2020: $35,141Liabilities 2020: $0Net Assets 2020: $35,1412020Assets 2021: $35,044Liabilities 2021: $0Net Assets 2021: $35,0442021Assets 2022: $27,893Liabilities 2022: $0Net Assets 2022: $27,8932022Assets 2025: $19,060Liabilities 2025: $0Net Assets 2025: $19,0602025

Highlighted filing

2018

Assets$64,183
Liabilities$0
Net Assets$64,183

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2012: $4,146Expenses 2012: $4,513Net Income 2012: -$3672012Revenue 2013: $3,278Expenses 2013: $1,050Net Income 2013: $2,2282013Revenue 2014: $5,774Expenses 2014: $1,242Net Income 2014: $4,5322014Revenue 2015: $103Expenses 2015: $250Net Income 2015: -$1472015Revenue 2016: $2,009Expenses 2016: $100Net Income 2016: $1,9092016Revenue 2017: $9Expenses 2017: $75Net Income 2017: -$662017Revenue 2018: $3,027Expenses 2018: $100Net Income 2018: $2,9272018Revenue 2019: $932Expenses 2019: $5,100Net Income 2019: -$4,1682019Revenue 2020: $2,526Expenses 2020: $27,400Net Income 2020: -$24,8742020Revenue 2021: $3Expenses 2021: $100Net Income 2021: -$972021Revenue 2022: $3,004Expenses 2022: $10,155Net Income 2022: -$7,1512022Revenue 2025: $0Expenses 2025: $2,500Net Income 2025: -$2,5002025

Highlighted filing

2018

Revenue$3,027
Expenses$100
Net Income$2,927
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.0
Gross Receipts
$3,027
Mission and Program Overview

Mission

Support of charitable, civic and educational programs.

Program Services

DescriptionGrantsExpenses
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell HillDirector-$0--
Linda KramerDirector-$0--
Thomas O'DonnellSecretary-$0--
Robert HammerTreasurer-$0--
Gino TosiDirector-$0--
Marc WestDirector-$0--
JoAnn SolnickDirector-$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
2018-11-08
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Ohio State Filing Fee;50|Raymond James Investment Fee;50^Total;100^

Raw XML Appendix185 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Rotary Club of Berea is a 502(c)(3)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Support for projects is approved by both the Berea Foundation Directors and the Rotary Club of Berea Directors.
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04405032121
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
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ReturnHeader/Filer/EIN0346556495
ReturnHeader/Filer/PhoneNum04405032121
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ReturnHeader/Filer/USAddress/ZIPCd044017
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.188.169.111
ReturnHeader/ReturnTs02018-11-08T15:13:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings