Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 38-1290775

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 27, 2017

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

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

81st percentile

0.15x

Higher debt load relative to revenue than 81% of similar nonprofits.

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

Net Margin

92nd percentile

40%

Higher net margin than 92% 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

88th percentile

38%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Up

$106,895

Up $29,160 (+38%) from 2016

Net Assets

Up

$96,603

Up $27,564 (+40%) from 2016

Liabilities

Up

$10,292

Up $1,596 (+18%) from 2016

Revenue

Down

$68,519

Down $17,568 (-20%) from 2016

Expenses

Down

$40,955

Down $25,788 (-39%) from 2016

Net Income

Up

$27,564

Up $8,220 (+42%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$106,895
Liabilities$10,292
Net Assets$96,603

Operations Trend

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

2017

Revenue$68,519
Expenses$40,955
Net Income$27,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Gross Receipts
$88,184
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, BIKE PATH$2,222$2,222
LITERACY - SCHOLARSHIPS FOR ALPENA COMMUNITY COLLEGE AND ALPENA HIGH SCHOOL FOR JOB SHADOWING-$1,666
WORLD-WIDE PROJECTS - EXCHANGE STUDENTS, ROTARY INTERNATIONAL WORLD WIDE PROGRAMS - POLIO PLUS, READING, ETC.$1,475$1,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB KRAFFTPast Preside-$0--
BOB LANGPresident-$0--
BRENDA HERMANDirector-$0--
BOB BARRIGARDirector-$0--
MARIE F WILLIAMS CPATreasurer-$0--
MARY DUNCKELSecretary-$0--
WENDY SERVIADirector-$0--
CHUCK SHERWINDirector-$0--
NELSON KNILLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rotary Radio Au$46,759$46,759$13,391$33,368
Total Events$46,759$46,759$13,391$33,368
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
Signed
2017-10-27
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 advertising/promotion 1,604 office expenses 1,227 travel and meetings 2,081 district dues 2,463 misc 788 installation dinner/party 3,468 rotary intl dues 4,627 weekly meeting expense 16,913 meeting space rental 1,175 literacy psa 1,666 total 36,012

Form 990-ez, Part II, Line 24

Accounts receivable 25 1,000 other asset 1,000 0 total 1,025 1,000

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 208 1,598 deferred revenue 7,480 8,694 other liabilities 1,008 0

Raw XML Appendix148 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/PersonNm0MARIE F WILLIAMS CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09893569065
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0117 S STATE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALPENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049707
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070910
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100095
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027564
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077735
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106895
IRS990EZ/FundraisingGrossIncomeAmt046759
IRS990EZ/GamingGrossIncomeAmt09900
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03697
IRS990EZ/GrossReceiptsAmt088184
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt05800
IRS990EZ/LandAndBuildingsGrp/EOYAmt05800
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031525
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069039
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096603
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069039
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt096603
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/PersonNm0BOB KRAFFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BOB LANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA HERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB BARRIGAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIE F WILLIAMS CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY DUNCKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WENDY SERVIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHUCK SHERWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NELSON KNILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01025
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01000
IRS990EZ/OtherExpensesTotalAmt036012
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB - PART OF ROTARY INTERNATIONAL
IRS990EZ/PrintingPublicationsPostageAmt01246
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL COMMUNITY PROJECTS - MAINTAIN ISLAND MILL PARK, CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS, LITERACY PROGRAM, BIKE PATH
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/GrantsAndAllocationsAmt02222
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02222
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21666
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt019665
IRS990EZ/SpecialEventsNetIncomeLossAmt036994
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08696
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010292
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040955
IRS990EZ/TotalProgramServiceExpensesAmt05363
IRS990EZ/TotalRevenueAmt068519
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013391
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROTARY RADIO AU
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046759
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046759
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033368
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013391
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013391
IRS990ScheduleG/StatesWhereGamingConductedCd0MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/PROMOTION 1,604 OFFICE EXPENSES 1,227 TRAVEL AND MEETINGS 2,081 DISTRICT DUES 2,463 MISC 788 INSTALLATION DINNER/PARTY 3,468 ROTARY INTL DUES 4,627 WEEKLY MEETING EXPENSE 16,913 MEETING SPACE RENTAL 1,175 LITERACY PSA 1,666 TOTAL 36,012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 25 1,000 OTHER ASSET 1,000 0 TOTAL 1,025 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 208 1,598 DEFERRED REVENUE 7,480 8,694 OTHER LIABILITIES 1,008 0
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE F WILLIAMS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00D8B039CB001D2858D2B8200A5E99BBD4D9D0D88
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId042FBA2B9F27570E08249A61A23FF45981373C2B7
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/PreparationDt02017-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE F WILLIAMS CPA
ReturnHeader/ReturnTs02017-10-30T14:35:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits