Civic Intelligence

Rotary Int'L Club of Battle Creek

990EZ • Fiscal year 2021 • EIN 38-0986278

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

PO Box 2254Battle Creek, MI 49016

(269) 968-7157

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.08x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2021

Assets

Up

$87,513

Up $21,265 (+32%) from 2019

Net Assets

Up

$82,467

Up $17,709 (+27%) from 2019

Liabilities

Up

$5,046

Up $3,556 (+239%) from 2019

Revenue

Up

$66,421

Up $18,280 (+38%) from 2019

Expenses

Down

$48,109

Down $7,519 (-14%) from 2019

Net Income

Up

$18,312

Up $25,799 (+345%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $76,628Liabilities 2011: $3,160Net Assets 2011: $73,4682011Assets 2012: $85,325Liabilities 2012: $5,000Net Assets 2012: $80,3252012Assets 2013: $83,194Liabilities 2013: $5,000Net Assets 2013: $78,1942013Assets 2014: $88,954Liabilities 2014: $5,000Net Assets 2014: $83,9542014Assets 2015: $94,986Liabilities 2015: $0Net Assets 2015: $94,9862015Assets 2016: $62,426Liabilities 2016: $1,573Net Assets 2016: $60,8532016Assets 2017: $71,330Liabilities 2017: $2,450Net Assets 2017: $68,8802017Assets 2018: $73,737Liabilities 2018: $4,630Net Assets 2018: $69,1072018Assets 2019: $66,248Liabilities 2019: $1,490Net Assets 2019: $64,7582019Assets 2021: $87,513Liabilities 2021: $5,046Net Assets 2021: $82,4672021Assets 2022: $85,793Liabilities 2022: $6,794Net Assets 2022: $78,9992022Assets 2023: $88,627Liabilities 2023: $8,205Net Assets 2023: $80,4222023Assets 2024: $90,819Liabilities 2024: $3,437Net Assets 2024: $87,3822024

Highlighted filing

2021

Assets$87,513
Liabilities$5,046
Net Assets$82,467

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $40,557Expenses 2011: $42,903Net Income 2011: -$2,3462011Revenue 2012: $45,401Expenses 2012: $38,544Net Income 2012: $6,8572012Revenue 2013: $44,629Expenses 2013: $46,760Net Income 2013: -$2,1312013Revenue 2014: $47,644Expenses 2014: $43,496Net Income 2014: $4,1482014Revenue 2015: $58,707Expenses 2015: $46,079Net Income 2015: $12,6282015Revenue 2016: $59,200Expenses 2016: $92,448Net Income 2016: -$33,2482016Revenue 2017: $54,817Expenses 2017: $50,656Net Income 2017: $4,1612017Revenue 2018: $58,907Expenses 2018: $59,001Net Income 2018: -$942018Revenue 2019: $48,141Expenses 2019: $55,628Net Income 2019: -$7,4872019Revenue 2021: $66,421Expenses 2021: $48,109Net Income 2021: $18,3122021Revenue 2022: $47,645Expenses 2022: $41,374Net Income 2022: $6,2712022Revenue 2023: $44,528Expenses 2023: $43,883Net Income 2023: $6452023Revenue 2024: $58,783Expenses 2024: $54,268Net Income 2024: $4,5152024

Highlighted filing

2021

Revenue$66,421
Expenses$48,109
Net Income$18,312
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$75,319
Mission and Program Overview

Mission

To promote the general welfare of citizens and organizations in the battle creek community.

Program Services

DescriptionGrantsExpenses
COMMUNITY PUBLIC SERVICE$10,434$38,951
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK SMITHPresident-$0--
RON MONTEPresident El-$0--
KELLI SCOTTTreasurer-$0--
TERESA ALLENSecretary-$0--
JILL ANDERSONDirector-$0--
EMILY LASHDirector-$0--
WILHELM STURHANDirector-$0--
CHERYL BEARDDirector-$0--
JIM BLOCKERDirector-$0--
KATHRYN GALLAGHERDirector-$0--
VINCENT PAVONEDirector-$0--
AVERY TABRONDirector-$0--
THOMAS UNGERDirector-$0--
KARLA FALESPast Preside-$0--
Filing and Contact Details

Filer

Filer Name
ROTARY INT'L CLUB OF BATTLE CREEK
EIN
38-0986278
Phone
2699687157
Address
PO BOX 2254, BATTLE CREEK, MI 49016

Signing Officer

Name
Kelli Scott
Title
Treasurer
Phone
2699687157
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Jessup Group Pc
Address
15 CAPITAL AVE NE STE 100, BATTLE CREEK, MI 49017
Preparer
Kelly Bowers CPA
Phone
2699636090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary district 6360 dues 2,063 741 wolverine road mason mi 48854 rotary international dues 5,694 14255 collections ctr. Dr. Chicago il 60693

Form 990-ez, Part I, Line 10

CASH CONTRIBUTION: 5,434

Form 990-ez, Part I, Line 16

Expenses advertising & promotion 13,692 office 624 information technology 1,346 travel 747 non-investment depreciation 71 total 16,480

Form 990-ez, Part I, Line 20

Unrealized gain/(loss) on investments 5,815

Form 990-ez, Part II, Line 24

Accounts receivable 1,228 2,045 1,595 1,595 less accumulated depreciation 1,524 1,595 total 1,299 2,045

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,041 grants payable 0 4,005

Form 990-ez, Part III

To promote the general welfare of citizens and organizations in the battle creek community.

Raw XML Appendix190 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm1RON MONTE
CompensationExplanation/CompensationExplanationGrp/PersonNm2KELLI SCOTT
CompensationExplanation/CompensationExplanationGrp/PersonNm3TERESA ALLEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4JILL ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5EMILY LASH
CompensationExplanation/CompensationExplanationGrp/PersonNm6WILHELM STURHAN
CompensationExplanation/CompensationExplanationGrp/PersonNm7CHERYL BEARD
CompensationExplanation/CompensationExplanationGrp/PersonNm8JIM BLOCKER
CompensationExplanation/CompensationExplanationGrp/PersonNm9KATHRYN GALLAGHER
CompensationExplanation/CompensationExplanationGrp/PersonNm10VINCENT PAVONE
CompensationExplanation/CompensationExplanationGrp/PersonNm11AVERY TABRON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIK SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RON MONTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLI SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERESA ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY LASH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILHELM STURHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHERYL BEARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JIM BLOCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHRYN GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VINCENT PAVONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11AVERY TABRON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12THOMAS UNGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13KARLA FALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01299
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IRS990EZ/OtherChangesInNetAssetsAmt05815
IRS990EZ/OtherExpensesTotalAmt016480
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE GENERAL WELFARE OF CITIZENS AND ORGANIZATIONS IN THE BATTLE CREEK COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0134
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY PUBLIC SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010434
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038951
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010405
IRS990EZ/SpecialEventsNetIncomeLossAmt045
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048109
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IRS990EZ/TotalRevenueAmt066421
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 6360 DUES 2,063 741 WOLVERINE ROAD MASON MI 48854 ROTARY INTERNATIONAL DUES 5,694 14255 COLLECTIONS CTR. DR. CHICAGO IL 60693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 5,434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING & PROMOTION 13,692 OFFICE 624 INFORMATION TECHNOLOGY 1,346 TRAVEL 747 NON-INVESTMENT DEPRECIATION 71 TOTAL 16,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN/(LOSS) ON INVESTMENTS 5,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 1,228 2,045 1,595 1,595 LESS ACCUMULATED DEPRECIATION 1,524 1,595 TOTAL 1,299 2,045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,041 GRANTS PAYABLE 0 4,005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO PROMOTE THE GENERAL WELFARE OF CITIZENS AND ORGANIZATIONS IN THE BATTLE CREEK COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02699687157
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INT'L CLUB OF BATTLE CREEK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MICH
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0380986278
ReturnHeader/Filer/PhoneNum02699687157
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2254
ReturnHeader/Filer/USAddress/CityNm0BATTLE CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383086068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JESSUP GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 CAPITAL AVE NE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATTLE CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049017
ReturnHeader/PreparerPersonGrp/PhoneNum02699636090
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY BOWERS CPA
ReturnHeader/ReturnTs02022-05-16T16:08:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCOTT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$90.8$3.44$87.4$58.8$54.3$4.52
2023Detailed filing. Detailed filing data is available for this year.$88.6$8.21$80.4$44.5$43.9$0.65
2022Detailed filing. Detailed filing data is available for this year.$85.8$6.79$79.0$47.6$41.4$6.27
2021Detailed filing. Detailed filing data is available for this year.$87.5$5.05$82.5$66.4$48.1$18.3
2019Detailed filing. Detailed filing data is available for this year.$66.2$1.49$64.8$48.1$55.6$7.49
2018Detailed filing. Detailed filing data is available for this year.$73.7$4.63$69.1$58.9$59.0$0.09
2017Detailed filing. Detailed filing data is available for this year.$71.3$2.45$68.9$54.8$50.7$4.16
2016Detailed filing. Detailed filing data is available for this year.$62.4$1.57$60.9$59.2$92.4$33.2
2015Detailed filing. Detailed filing data is available for this year.$95.0$0.00$95.0$58.7$46.1$12.6
2014Detailed filing. Detailed filing data is available for this year.$89.0$5.00$84.0$47.6$43.5$4.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.2$5.00$78.2$44.6$46.8$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.3$5.00$80.3$45.4$38.5$6.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.6$3.16$73.5$40.6$42.9$2.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)4 • <$500k nonprofits