Civic Intelligence

Rotary Club of Chagrin Valley

EIN 34-6609015 • 501(c)4 • Solon, OH

Profile

Encourage & foster service in community

34305 Solon Ste 10Solon, OH 44139

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

20th percentile

-24%

Higher net margin than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

41st percentile

-6.5%

Faster asset growth than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-3.0%

Faster revenue growth than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,534

Up $431 (+14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$3,534

Up $431 (+14%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Up

$24,624

Up $7,050 (+40%) from 2021

Expenses

Up

$30,562

Up $8,551 (+39%) from 2021

Net Income

Down

-$5,938

Down $1,501 (-34%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $15,206Liabilities 2012: $0Net Assets 2012: $15,2062012Assets 2013: $15,152Liabilities 2013: $0Net Assets 2013: $15,1522013Assets 2014: $18,331Liabilities 2014: $0Net Assets 2014: $18,3312014Assets 2015: $13,826Liabilities 2015: $0Net Assets 2015: $13,8262015Assets 2016: $14,549Liabilities 2016: $0Net Assets 2016: $14,5492016Assets 2017: $11,100Liabilities 2017: $0Net Assets 2017: $11,1002017Assets 2018: $11,347Liabilities 2018: $0Net Assets 2018: $11,3472018Assets 2019: $6,837Liabilities 2019: $0Net Assets 2019: $6,8372019Assets 2020: $7,540Liabilities 2020: $0Net Assets 2020: $7,5402020Assets 2021: $3,103Liabilities 2021: $0Net Assets 2021: $3,1032021Assets 2025: $3,534Liabilities 2025: $0Net Assets 2025: $3,5342025

Highlighted filing

2025

Assets$3,534
Liabilities$0
Net Assets$3,534
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $25,348Expenses 2012: $17,067Net Income 2012: $8,2812012Revenue 2013: $24,585Expenses 2013: $24,639Net Income 2013: -$542013Revenue 2014: $21,922Expenses 2014: $24,454Net Income 2014: -$2,5322014Revenue 2015: $21,107Expenses 2015: $25,612Net Income 2015: -$4,5052015Revenue 2016: $27,600Expenses 2016: $26,877Net Income 2016: $7232016Revenue 2017: $24,899Expenses 2017: $28,348Net Income 2017: -$3,4492017Revenue 2018: $32,390Expenses 2018: $32,143Net Income 2018: $2472018Revenue 2019: $29,099Expenses 2019: $33,609Net Income 2019: -$4,5102019Revenue 2020: $30,399Expenses 2020: $29,696Net Income 2020: $7032020Revenue 2021: $17,574Expenses 2021: $22,011Net Income 2021: -$4,4372021Revenue 2025: $24,624Expenses 2025: $30,562Net Income 2025: -$5,9382025

Highlighted filing

2025

Revenue$24,624
Expenses$30,562
Net Income-$5,938
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,534
Liabilities
$0
Net assets
$3,534
Revenue
$24,624
Expenses
$30,562
Net income
-$5,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$24.6$30.6$5.94
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$17.6$22.0$4.44
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$30.4$29.7$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$29.1$33.6$4.51
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$32.4$32.1$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$24.9$28.3$3.45
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$27.6$26.9$0.72
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$21.1$25.6$4.51
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$21.9$24.5$2.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.00$15.2$24.6$24.6$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.00$15.2$25.3$17.1$8.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Gross Receipts
$32,548
Mission and Program Overview

Mission

Encourage & foster service in community

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THIS ORGANIZATION IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE THROUGHOUT COMMUNITY VOCATIONAL INTERNATION AND CLUB SERVICE-$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK E PORTERTreasurerPT$0--
KAREN POCCIATrusteePT$0--
BOB LEETrusteePT$0--
JACK ZILLYTrusteePT$0--
KAREN POCCIAPast PresidentPT$0--
BILL KOONSSecretaryPT$0--
BRUCE CORSONPresidentPT$0--
CARRIE KALLOCK HEPNERPresident ElectPT$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Chagrin Valley
EIN
34-6609015
In Care Of
% MARK E PORTER
Phone
2166214636
Address
34305 SOLON STE 10, SOLON, OH 44139

Signing Officer

Name
Mark E Porter
Title
Treasurer
Phone
2166214636
Signed
2025-12-03
Discuss with paid preparer
Yes

Preparer

Firm
Cbs Cpas LLC
Address
34305 Solon Rd Ste 10, Solon, OH 44139
Preparer
Ronald Schmidt
Phone
4405421536
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMISCELLANEOUS 22,577DUES 7,985”

Other changes in net assets or fund balances Part I line 20

“Description AmountFROM FOUNDATION SAVINGS 6,203FUNDRAISER PROCEEDS TO FOUNDATION (411)OUTSTANDING DEPOSIT (100)”

General explanation attachment

“From foundation savings $6,203 to foundation savings $411”

Raw XML Appendix141 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/PersonNm0MARK E PORTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02166214636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029 ANNANDALE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH RUSSELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03534
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5938
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03534
IRS990EZ/FundraisingGrossIncomeAmt013326
IRS990EZ/GrossReceiptsAmt032548
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019222
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03534
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03534
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK E PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN POCCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK ZILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN POCCIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL KOONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRUCE CORSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARRIE KALLOCK HEPNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt05692
IRS990EZ/OtherExpensesTotalAmt030562
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENCOURAGE & FOSTER SERVICE IN COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THIS ORGANIZATION IS TO ENCOURAGE AND FOSTER THE IDEA OF SERVICE THROUGHOUT COMMUNITY VOCATIONAL INTERNATION AND CLUB SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07924
IRS990EZ/SpecialEventsNetIncomeLossAmt05402
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030562
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt024624
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISCELLANEOUS 22,577DUES 7,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFROM FOUNDATION SAVINGS 6,203FUNDRAISER PROCEEDS TO FOUNDATION (411)OUTSTANDING DEPOSIT (100)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FROM FOUNDATION SAVINGS $6,203 TO FOUNDATION SAVINGS $411
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK E PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02166214636
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF CHAGRIN VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0346609015
ReturnHeader/Filer/InCareOfNm0% MARK E PORTER
ReturnHeader/Filer/PhoneNum02166214636
ReturnHeader/Filer/USAddress/AddressLine1Txt034305 SOLON STE 10
ReturnHeader/Filer/USAddress/CityNm0SOLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044139
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205124788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBS CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt034305 Solon Rd Ste 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044139
ReturnHeader/PreparerPersonGrp/PhoneNum04405421536
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SCHMIDT
ReturnHeader/ReturnTs02025-12-03T17:17:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits