Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 38-0986279

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 07, 2017

Organization ProfileN/A
PO Box 50251Kalamazoo, MI 49005-0251

(269) 629-5243

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-40%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$34,838

Down $8,236 (-19%) from 2016

Net Assets

Down

$34,838

Down $8,236 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$43,029

Down $28,472 (-40%) from 2016

Expenses

Down

$51,265

Down $7,274 (-12%) from 2016

Net Income

Down

-$8,236

Down $21,198 (-164%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$60K$40K$20K$0Assets 2012: $26,362Liabilities 2012: $02012Assets 2013: $34,340Liabilities 2013: $02013Assets 2014: $25,640Liabilities 2014: $02014Assets 2015: $30,112Liabilities 2015: $02015Assets 2016: $43,074Liabilities 2016: $0Net Assets 2016: $43,0742016Assets 2017: $34,838Liabilities 2017: $0Net Assets 2017: $34,8382017Assets 2019: $50,376Liabilities 2019: $3,579Net Assets 2019: $46,7972019Assets 2020: $40,579Liabilities 2020: $968Net Assets 2020: $39,6112020

Highlighted filing

2017

Assets$34,838
Liabilities$0
Net Assets$34,838
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KRevenue 2012: $55,569Expenses 2012: $51,172Net Income 2012: $4,3972012Revenue 2013: $55,711Expenses 2013: $47,733Net Income 2013: $7,9782013Revenue 2014: $51,709Expenses 2014: $60,409Net Income 2014: -$8,7002014Revenue 2015: $70,758Expenses 2015: $66,286Net Income 2015: $4,4722015Revenue 2016: $71,501Expenses 2016: $58,539Net Income 2016: $12,9622016Revenue 2017: $43,029Expenses 2017: $51,265Net Income 2017: -$8,2362017Revenue 2019: $57,123Expenses 2019: $49,671Net Income 2019: $7,4522019Revenue 2020: $41,244Expenses 2020: $48,430Net Income 2020: -$7,1862020

Highlighted filing

2017

Revenue$43,029
Expenses$51,265
Net Income-$8,236
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$43,029
Mission and Program Overview

Mission

To encourage and foster the ideal of service above self as a basis of worthy enterprise.

Program Services

DescriptionGrantsExpenses
ANNUAL DIRECTORY OF MEMBERS AND WEEKLY PROGRAMS TO ENCOURAGE THE IDEAL OF SERVICE.$0$5,084
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN ZOCHERPresident-$0--
JAMES CUPPERPast President-$0--
TIM KILMARTINVice President-$0--
JEANNIE BRANDENBERGERSecretary-$0--
LISA ANSPAUGHTreasurer-$0--
ANN FERGEMANNDirector-$0--
GARY KENT-BRACKENDirector-$0--
JEFF ROSSDirector-$0--
SETH WEELDREYERDirector-$0--
KEN PEREGONDirector-$0--
JIM COYLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International - Kalamazoo Rotary
EIN
38-0986279
Phone
2696295243
Address
PO BOX 50251, KALAMAZOO, MI 49005-0251

Signing Officer

Name
Tim Kilmartin
Title
President
Phone
2696295243
Signed
2017-09-07
Discuss with paid preparer
Yes

Preparer

Firm
James & Springgate Plc
Address
490 WEST SOUTH STREET, KALAMAZOO, MI 49007
Preparer
Amy L Taylor
Phone
2693840219
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences, conventions, and meetings. Amount: 2,419. Description: payments to affiliates-district and int'l dues. Amount: 23,407. Description: programs. Amount: 3,817. Description: supplies. Amount: 1,315. Description: miscellaneous expenses. Amount: 246. Description: roster. Amount: 910. Description: newsletter and website. Amount: 357. Description: membership recruitment. Amount: 1,203. Description: insurance. Amount: 200. Description: badges and pins. Amount: 392. Total to form 990-ez, line 16: 34,266.”

Raw XML Appendix161 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06164605905
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 50251
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0490050251
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043074
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034838
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8236
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016913
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043074
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IRS990EZ/GrossReceiptsAmt043029
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt043029
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043074
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034838
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043074
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034838
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRYAN ZOCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES CUPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM KILMARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANNIE BRANDENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA ANSPAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANN FERGEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY KENT-BRACKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SETH WEELDREYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KEN PEREGON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JIM COYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034266
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE ABOVE SELF AS A BASIS OF WORTHY ENTERPRISE.
IRS990EZ/PrintingPublicationsPostageAmt086
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL DIRECTORY OF MEMBERS AND WEEKLY PROGRAMS TO ENCOURAGE THE IDEAL OF SERVICE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05084
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051265
IRS990EZ/TotalProgramServiceExpensesAmt05084
IRS990EZ/TotalRevenueAmt043029
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 2,419. DESCRIPTION: PAYMENTS TO AFFILIATES-DISTRICT AND INT'L DUES. AMOUNT: 23,407. DESCRIPTION: PROGRAMS. AMOUNT: 3,817. DESCRIPTION: SUPPLIES. AMOUNT: 1,315. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 246. DESCRIPTION: ROSTER. AMOUNT: 910. DESCRIPTION: NEWSLETTER AND WEBSITE. AMOUNT: 357. DESCRIPTION: MEMBERSHIP RECRUITMENT. AMOUNT: 1,203. DESCRIPTION: INSURANCE. AMOUNT: 200. DESCRIPTION: BADGES AND PINS. AMOUNT: 392. TOTAL TO FORM 990-EZ, LINE 16: 34,266.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM KILMARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02696295243
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL - KALAMAZOO ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0380986279
ReturnHeader/Filer/PhoneNum02696295243
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 50251
ReturnHeader/Filer/USAddress/CityNm0KALAMAZOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0490050251
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02EEDDEA9556787345D890F9F6E41EF22CCEE4E9E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EC82C47904C851E3E28840F9DFEA476D6602860
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.133.78.242
ReturnHeader/FilingSecurityInformation/IPDt02017-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:56:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383213032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES & SPRINGGATE PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0490 WEST SOUTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049007
ReturnHeader/PreparerPersonGrp/PhoneNum02693840219
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L TAYLOR
ReturnHeader/ReturnTs02017-09-13T15:20:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,838
Liabilities
$0
Net assets
$34,838
Revenue
$43,029
Expenses
$51,265
Net income
-$8,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$40.6$0.97$39.6$41.2$48.4$7.19
2019Detailed filing. Detailed filing data is available for this year.$50.4$3.58$46.8$57.1$49.7$7.45
2017Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$43.0$51.3$8.24
2016Detailed filing. Detailed filing data is available for this year.$43.1$0.00$43.1$71.5$58.5$13.0
2015Summary only. Only limited summary data is available for this year.$30.1$0.00$70.8$66.3$4.47
2014Summary only. Only limited summary data is available for this year.$25.6$0.00$51.7$60.4$8.70
2013Summary only. Only limited summary data is available for this year.$34.3$0.00$55.7$47.7$7.98
2012Summary only. Only limited summary data is available for this year.$26.4$0.00$55.6$51.2$4.40