Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 38-1290775

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization ProfileN/A
P O Box 58Alpena, MI 49707

(989) 356-9065

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.23x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

93rd percentile

62%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

2.8%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$62,249

Up $23,719 (+62%) from 2014

Net Assets

Up

$49,695

Up $11,165 (+29%) from 2014

Liabilities

Up

$12,554

Up $12,554 from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin80th percentile

Revenue

Up

$55,605

Up $1,520 (+2.8%) from 2014

Expenses

Down

$44,439

Down $1,082 (-2.4%) from 2014

Net Income

Up

$11,166

Up $2,602 (+30%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$150K$100K$50K$0Assets 2011: $18,676Net Assets 2011: $18,6762011Assets 2012: $22,645Net Assets 2012: $22,6452012Assets 2013: $29,967Liabilities 2013: $0Net Assets 2013: $29,9672013Assets 2014: $38,530Liabilities 2014: $0Net Assets 2014: $38,5302014Assets 2015: $62,249Liabilities 2015: $12,554Net Assets 2015: $49,6952015Assets 2016: $77,735Liabilities 2016: $8,696Net Assets 2016: $69,0392016Assets 2017: $106,895Liabilities 2017: $10,292Net Assets 2017: $96,6032017Assets 2018: $86,019Liabilities 2018: $6,242Net Assets 2018: $79,7772018Assets 2019: $66,637Liabilities 2019: $1,125Net Assets 2019: $65,5122019Assets 2020: $86,681Liabilities 2020: $0Net Assets 2020: $86,6812020Assets 2021: $74,939Liabilities 2021: $99Net Assets 2021: $74,8402021Assets 2022: $36,517Liabilities 2022: $111Net Assets 2022: $36,4062022Assets 2023: $72,995Liabilities 2023: $6,606Net Assets 2023: $66,3892023Assets 2024: $60,790Liabilities 2024: $525Net Assets 2024: $60,2652024

Highlighted filing

2015

Assets$62,249
Liabilities$12,554
Net Assets$49,695
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2011: $55,533Expenses 2011: $47,939Net Income 2011: $7,5942011Revenue 2012: $58,411Expenses 2012: $54,442Net Income 2012: $3,9692012Revenue 2013: $85,069Expenses 2013: $77,747Net Income 2013: $7,3222013Revenue 2014: $54,085Expenses 2014: $45,521Net Income 2014: $8,5642014Revenue 2015: $55,605Expenses 2015: $44,439Net Income 2015: $11,1662015Revenue 2016: $86,087Expenses 2016: $66,743Net Income 2016: $19,3442016Revenue 2017: $68,519Expenses 2017: $40,955Net Income 2017: $27,5642017Revenue 2018: $81,407Expenses 2018: $98,231Net Income 2018: -$16,8242018Revenue 2019: $58,011Expenses 2019: $72,276Net Income 2019: -$14,2652019Revenue 2020: $63,952Expenses 2020: $42,783Net Income 2020: $21,1692020Revenue 2021: $18,983Expenses 2021: $30,824Net Income 2021: -$11,8412021Revenue 2022: $37,009Expenses 2022: $75,443Net Income 2022: -$38,4342022Revenue 2023: $77,232Expenses 2023: $47,249Net Income 2023: $29,9832023Revenue 2024: $79,667Expenses 2024: $85,791Net Income 2024: -$6,1242024

Highlighted filing

2015

Revenue$55,605
Expenses$44,439
Net Income$11,166
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$63,993
Mission and Program Overview

Mission

Service club - part of rotary international

Program Services

DescriptionGrantsExpenses
LOCAL COMMUNITY PROJECTS - MAINTAIN ISLAND MILL PARK, CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS, LITERACY PROGRAM$9,437$9,437
LITERACY - SCHOLARSHIPS FOR ALPENA COMMUNITY COLLEGE AND ALPENA HIGH SCHOOL FOR JOB SHADOWING-$2,634
WORLD-WIDE PROJECTS - EXCHANGE STUDENTS, ROTARY INTERNATIONAL WORLD WIDE PROGRAMS - POLIO PLUS, READING, ETC.$2,615$2,615
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY TRACEYPresident-$0--
BOB LANGDirector-$0--
ERIC MAGNESS-EUBANKPast Preside-$0--
JACKIE KRAWCZAKDirector-$0--
BOB BARRIGARSecretary-$0--
MARIE F WILLIAMS CPATreasurer-$0--
MICHELLE TIPPMANDirector-$0--
WENDY SERVIADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Radio Au$15,371$15,371$2,253$13,118
Total Events$15,371$15,371$2,253$13,118
Filing and Contact Details

Filer

Filer Name
Rotary International District 6310
EIN
38-1290775
Phone
9893569065
Address
P O BOX 58, ALPENA, MI 49707

Signing Officer

Name
Marie F Williams CPA
Title
Treasurer
Phone
9893569065
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Boldrey Senchuk Rouleau & Williams Cpas
Address
117 S STATE AVE, ALPENA, MI 49707-2844
Preparer
Marie F Williams CPA
Phone
9893569065
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 2,735 badge reproduction cost 490 district dues 2,633 misc 1,400 rotary intl dues 3,915 weekly meeting expense 17,680 meeting space rental 900 literacy psa 2,634 total 32,387”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 50 total 0 50”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 2,304 deferred revenue 0 10,250”

Raw XML Appendix142 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/PersonNm0JOELYN MCCALLUM
IRS990EZ/BooksInCareOfDetail/PhoneNum09893564052
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0567 LONG RAPIDS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALPENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049707
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032729
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056399
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04151
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011166
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038529
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062249
IRS990EZ/FundraisingGrossIncomeAmt015371
IRS990EZ/GamingGrossIncomeAmt09930
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012052
IRS990EZ/GrossReceiptsAmt063993
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt05800
IRS990EZ/LandAndBuildingsGrp/EOYAmt05800
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034539
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038529
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049695
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038529
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
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/PersonNm0JERRY TRACEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC MAGNESS-EUBANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE KRAWCZAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BOB BARRIGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIE F WILLIAMS CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE TIPPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WENDY SERVIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050
IRS990EZ/OtherExpensesTotalAmt032387
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB - PART OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL COMMUNITY PROJECTS - MAINTAIN ISLAND MILL PARK, CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS, LITERACY PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WORLD-WIDE PROJECTS - EXCHANGE STUDENTS, ROTARY INTERNATIONAL WORLD WIDE PROGRAMS - POLIO PLUS, READING, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LITERACY - SCHOLARSHIPS FOR ALPENA COMMUNITY COLLEGE AND ALPENA HIGH SCHOOL FOR JOB SHADOWING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09437
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12615
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09437
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12615
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22634
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08388
IRS990EZ/SpecialEventsNetIncomeLossAmt016913
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012554
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044439
IRS990EZ/TotalProgramServiceExpensesAmt014686
IRS990EZ/TotalRevenueAmt055605
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02253
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTARY RADIO AU
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015371
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013118
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02253
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 2,735 BADGE REPRODUCTION COST 490 DISTRICT DUES 2,633 MISC 1,400 ROTARY INTL DUES 3,915 WEEKLY MEETING EXPENSE 17,680 MEETING SPACE RENTAL 900 LITERACY PSA 2,634 TOTAL 32,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 0 50 TOTAL 0 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 2,304 DEFERRED REVENUE 0 10,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE F WILLIAMS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09893569065
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 6310
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPENA CLUB CHARTER1099CLUB2828
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0381290775
ReturnHeader/Filer/PhoneNum09893569065
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 58
ReturnHeader/Filer/USAddress/CityNm0ALPENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049707
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382338815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLDREY SENCHUK ROULEAU & WILLIAMS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 S STATE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0497072844
ReturnHeader/PreparerPersonGrp/PhoneNum09893569065
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE F WILLIAMS CPA
ReturnHeader/ReturnTs02015-11-11T15:39:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,249
Liabilities
$12,554
Net assets
$49,695
Revenue
$55,605
Expenses
$44,439
Net income
$11,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.01$0.60$0.80$0.86$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.07$0.66$0.77$0.47$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.36$0.37$0.75$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.19$0.31$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.64$0.43$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.01$0.66$0.58$0.72$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.06$0.80$0.81$0.98$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.10$0.97$0.69$0.41$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.09$0.69$0.86$0.67$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.13$0.50$0.56$0.44$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.54$0.46$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.85$0.78$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.58$0.54$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.56$0.48$0.08