Civic Intelligence

Berea Rotary Foundation Inc.

990EZ • Fiscal year 2019 • EIN 34-6556495

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

Organization Profileberearotary.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.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-447%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-69%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$60,015

Down $4,168 (-6.5%) from 2018

Net Assets

Down

$60,015

Down $4,168 (-6.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Down

$932

Down $2,095 (-69%) from 2018

Expenses

Up

$5,100

Up $5,000 (+5000%) from 2018

Net Income

Down

-$4,168

Down $7,095 (-242%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2019

Assets$60,015
Liabilities$0
Net Assets$60,015
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

2019

Revenue$932
Expenses$5,100
Net Income-$4,168
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.0
Gross Receipts
$932
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
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda KramerDirector-$0--
Thomas O'DonnellSecretary-$0--
Robert HammerTreasurer-$0--
Marc WestDirector-$0--
JoAnn SolnickDirector-$0--
Robert HugePresident-$0--
Trevor KoenigDirector-$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
2019-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^State of Ohio fee;50|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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Hammer
IRS990EZ/BooksInCareOfDetail/PhoneNum04405032121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 55
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEREA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044017
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064183
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060015
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0855
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4168
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064183
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060015
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0932
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt077
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064183
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060015
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064183
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060015
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Kramer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Thomas O'Donnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Hammer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marc West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JoAnn Solnick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Robert Huge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Trevor Koenig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support of charitable, civic and educational programs.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Encouragement 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05100
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0932
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0berearotary.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Rotary Club of Berea is a 501(c)(4)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Support for projects is approved by both the Berea Foundation Directors and the Rotary Club of Berea Directors.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 3b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 3c
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0346557858
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Rotary Club of Berea
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^State of Ohio fee;50|Investment Fee;50^Total;100^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Hammer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04405032121
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEREA ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERE
ReturnHeader/Filer/EIN0346556495
ReturnHeader/Filer/PhoneNum04405032121
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 55
ReturnHeader/Filer/USAddress/CityNm0BEREA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044017
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.188.169.111
ReturnHeader/ReturnTs02019-11-13T17:45:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,015
Liabilities
$0
Net assets
$60,015
Revenue
$932
Expenses
$5,100
Net income
-$4,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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