Civic Intelligence

Rotary International Rotary Club of Sidney Ohio

990EZ • Fiscal year 2018 • EIN 34-6608209

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

PO Box 705Sidney, OH 45365

(937) 726-6024

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

89th percentile

39%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

6.5%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$18,385

Up $5,171 (+39%) from 2017

Net Assets

Up

$18,125

Up $4,911 (+37%) from 2017

Liabilities

$260

No earlier filing loaded for comparison.

Revenue

Up

$42,314

Up $2,567 (+6.5%) from 2017

Expenses

Down

$37,403

Down $3,306 (-8.1%) from 2017

Net Income

Up

$4,911

Up $5,873 (+610%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $22,775Net Assets 2010: $22,7752010Assets 2011: $22,764Net Assets 2011: $22,7642011Assets 2012: $21,955Net Assets 2012: $21,9552012Assets 2013: $22,178Net Assets 2013: $22,1782013Assets 2014: $25,370Net Assets 2014: $25,3702014Assets 2015: $24,000Net Assets 2015: $24,0002015Assets 2016: $14,176Net Assets 2016: $14,1762016Assets 2017: $13,214Net Assets 2017: $13,2142017Assets 2018: $18,385Liabilities 2018: $260Net Assets 2018: $18,1252018Assets 2019: $25,972Liabilities 2019: $6Net Assets 2019: $25,9662019Assets 2020: $25,306Net Assets 2020: $25,3062020Assets 2021: $31,845Net Assets 2021: $31,9492021Assets 2022: $38,362Liabilities 2022: $110Net Assets 2022: $38,2522022Assets 2023: $36,802Net Assets 2023: $36,8022023Assets 2024: $34,981Liabilities 2024: $107Net Assets 2024: $34,8742024Assets 2025: $31,450Net Assets 2025: $31,4502025

Highlighted filing

2018

Assets$18,385
Liabilities$260
Net Assets$18,125

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $41,654Expenses 2010: $43,334Net Income 2010: -$1,6802010Revenue 2011: $42,883Expenses 2011: $42,894Net Income 2011: -$112011Revenue 2012: $38,173Expenses 2012: $38,982Net Income 2012: -$8092012Revenue 2013: $37,147Expenses 2013: $36,924Net Income 2013: $2232013Revenue 2014: $37,958Expenses 2014: $34,766Net Income 2014: $3,1922014Revenue 2015: $35,918Expenses 2015: $37,288Net Income 2015: -$1,3702015Revenue 2016: $40,466Expenses 2016: $50,290Net Income 2016: -$9,8242016Revenue 2017: $39,747Expenses 2017: $40,709Net Income 2017: -$9622017Revenue 2018: $42,314Expenses 2018: $37,403Net Income 2018: $4,9112018Revenue 2019: $43,352Expenses 2019: $35,511Net Income 2019: $7,8412019Revenue 2020: $41,593Expenses 2020: $42,253Net Income 2020: -$6602020Revenue 2021: $27,000Expenses 2021: $20,357Net Income 2021: $6,6432021Revenue 2022: $30,855Expenses 2022: $24,448Net Income 2022: $6,4072022Revenue 2023: $26,226Expenses 2023: $27,676Net Income 2023: -$1,4502023Revenue 2024: $29,651Expenses 2024: $31,579Net Income 2024: -$1,9282024Revenue 2025: $38,116Expenses 2025: $41,538Net Income 2025: -$3,4222025

Highlighted filing

2018

Revenue$42,314
Expenses$37,403
Net Income$4,911
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.3
Gross Receipts
$42,314
Mission and Program Overview

Mission

To provide fellowship and service to members, the community and surrounding areas.

Program Services

DescriptionGrantsExpenses
SERVICES PROVIDED BY THE ORGANIZATION THAT PROVIDE FELLOWSHP INCLUDE: ROTARY WEEKLY LUNCHES - SPEAKERS OF CURRENT AND SOCIAL MATTERS OF INTEREST TO THE MEMBERSHIP - DISTRICT MEETINGS - PANCAKE BREAKFAST - MONTHLY AFTER HOURS MEETING.-$22,275
GRANTS TO VARIOUS LOCAL & DISTRICT ROTARY PROJECTS SUCH AS COLLEGE SCHOLARSHIPS, LOCAL COMMUNITY ORGANIZATIONS & SCHOOLS. SPONSORSHIP FOR OHIO BUSINESS WEEK, YMCA AND RYLA.$4,000$10,746
OTHER SERVICES PROVIDED BY THE ORGANIZATION INCLUDE: CHRISTMAS PARTY FOR MENTALLY & PHYSICALLY DISABLED CHILDREN, RIVER CLEAN UP.-$7,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUANE GAIERPresident-$0--
ALIANA MABELITINIPast Preside-$0--
JOHN BERTSCHPresident El-$0--
WAYNE THOMPSONVice Preside-$0--
JOSH BUEHLERSecretary-$0--
JAMES LEHMKUHLTreasurer-$0--
TONY BORNHORSTMember-$0--
MELISSA BENNETTMember-$0--
CAM HALLERMember-$0--
AMY BREINICHMember-$0--
ED THOMASMember-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
34-6608209
Address
PO BOX 705, SIDNEY, OH 45365

Signing Officer

Name
James Lehmkuhl
Title
Treasurer
Phone
9374924104
Signed
2018-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Mccrate Delaet & Co
Address
PO BOX 339, SIDNEY, OH 45365-0339
Preparer
Sarah L Stammen
Phone
9374923161
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary international national dues 7,245 14255 collections center dr chicago il 60693 rotary district 6670 district dues 2,275 3741 lansdowne ave cincinnati oh 45236

Form 990-ez, Part I, Line 16

Expenses four way speech contest 525 scholarship raffle prize 1,925 country concert 938 children's christmas part 3,684 luncheons 9,011 pancake breakfast 1,669 community contributions 100 badges,cards,books,gift,e 162 cancelled memberships 2,075 bank fees 33 postage & box rental 193 miscellaneous expense 267 website 556 scholarship awards 4,000 rotary exchange student 196 voluntary donations- rota 333 discretionary projects 461 local chamber dues 105 total 26,233

Form 990-ez, Part II, Line 24

Accounts receivable 1,010 0 total 1,010 0

Form 990-ez, Part II, Line 26

UNEARNED REVENUE 0 260

Form 990-ez, Part III

To provide fellowship and service to members, the community and surrounding areas.

Form 990-ez, Part III, Line 29

Services provided by the organization that provide fellowshp include: rotary weekly lunches - speakers of current and social matters of interest to the membership - district meetings - pancake breakfast - monthly after hours meeting.

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SIDNEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALIANA MABELITINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN BERTSCH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOSH BUEHLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ED THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICES PROVIDED BY THE ORGANIZATION THAT PROVIDE FELLOWSHP INCLUDE: ROTARY WEEKLY LUNCHES - SPEAKERS OF CURRENT AND SOCIAL MATTERS OF INTEREST TO THE MEMBERSHIP - DISTRICT MEETINGS - PANCAKE BREAKFAST - MONTHLY AFTER HOURS MEETING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OTHER SERVICES PROVIDED BY THE ORGANIZATION INCLUDE: CHRISTMAS PARTY FOR MENTALLY & PHYSICALLY DISABLED CHILDREN, RIVER CLEAN UP.
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY INTERNATIONAL NATIONAL DUES 7,245 14255 COLLECTIONS CENTER DR CHICAGO IL 60693 ROTARY DISTRICT 6670 DISTRICT DUES 2,275 3741 LANSDOWNE AVE CINCINNATI OH 45236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FOUR WAY SPEECH CONTEST 525 SCHOLARSHIP RAFFLE PRIZE 1,925 COUNTRY CONCERT 938 CHILDREN'S CHRISTMAS PART 3,684 LUNCHEONS 9,011 PANCAKE BREAKFAST 1,669 COMMUNITY CONTRIBUTIONS 100 BADGES,CARDS,BOOKS,GIFT,E 162 CANCELLED MEMBERSHIPS 2,075 BANK FEES 33 POSTAGE & BOX RENTAL 193 MISCELLANEOUS EXPENSE 267 WEBSITE 556 SCHOLARSHIP AWARDS 4,000 ROTARY EXCHANGE STUDENT 196 VOLUNTARY DONATIONS- ROTA 333 DISCRETIONARY PROJECTS 461 LOCAL CHAMBER DUES 105 TOTAL 26,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,010 0 TOTAL 1,010 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNEARNED REVENUE 0 260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE FELLOWSHIP AND SERVICE TO MEMBERS, THE COMMUNITY AND SURROUNDING AREAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SERVICES PROVIDED BY THE ORGANIZATION THAT PROVIDE FELLOWSHP INCLUDE: ROTARY WEEKLY LUNCHES - SPEAKERS OF CURRENT AND SOCIAL MATTERS OF INTEREST TO THE MEMBERSHIP - DISTRICT MEETINGS - PANCAKE BREAKFAST - MONTHLY AFTER HOURS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROTARY CLUB OF SIDNEY OHIO
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 339
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0453650339
ReturnHeader/PreparerPersonGrp/PhoneNum09374923161
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH L STAMMEN
ReturnHeader/ReturnTs02018-09-27T08:13:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.5$31.5$38.1$41.5$3.42
2024Detailed filing. Detailed filing data is available for this year.$35.0$0.11$34.9$29.7$31.6$1.93
2023Detailed filing. Detailed filing data is available for this year.$36.8$36.8$26.2$27.7$1.45
2022Detailed filing. Detailed filing data is available for this year.$38.4$0.11$38.3$30.9$24.4$6.41
2021Detailed filing. Detailed filing data is available for this year.$31.8$31.9$27.0$20.4$6.64
2020Detailed filing. Detailed filing data is available for this year.$25.3$25.3$41.6$42.3$0.66
2019Detailed filing. Detailed filing data is available for this year.$26.0$0.01$26.0$43.4$35.5$7.84
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.26$18.1$42.3$37.4$4.91
2017Detailed filing. Detailed filing data is available for this year.$13.2$13.2$39.7$40.7$0.96
2016Detailed filing. Detailed filing data is available for this year.$14.2$14.2$40.5$50.3$9.82
2015Detailed filing. Detailed filing data is available for this year.$24.0$24.0$35.9$37.3$1.37
2014Detailed filing. Detailed filing data is available for this year.$25.4$25.4$38.0$34.8$3.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$22.2$37.1$36.9$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$22.0$38.2$39.0$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$22.8$42.9$42.9$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$22.8$41.7$43.3$1.68