Civic Intelligence

Rotary International

990EZ • Fiscal year 2021 • EIN 38-1290775

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

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

(989) 358-4931

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

9th percentile

-62%

Higher net margin than 9% 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

20th percentile

-14%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-70%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$74,939

Down $11,742 (-14%) from 2020

Net Assets

Down

$74,840

Down $11,841 (-14%) from 2020

Liabilities

Up

$99

Up $99 from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Down

$18,983

Down $44,969 (-70%) from 2020

Expenses

Down

$30,824

Down $11,959 (-28%) from 2020

Net Income

Down

-$11,841

Down $33,010 (-156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2021

Assets$74,939
Liabilities$99
Net Assets$74,840
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$18,983
Expenses$30,824
Net Income-$11,841
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.0
Gross Receipts
$27,218
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 , SPLASH PARK$7,554$7,554
LITERACY - SCHOLARSHIPS FOR ALPENA COMMUNITY COLLEGE AND ALPENA HIGH SCHOOL FOR JOB SHADOWING-$2,460
WORLD-WIDE PROJECTS - EXCHANGE STUDENTS, ROTARY INTERNATIONAL WORLD WIDE PROGRAMS - POLIO PLUS, READING, ETC.--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY SERVIAPresident-$0--
JOANNE GALLAGHERPresident El-$0--
CHUCK SHERWINPast Preside-$0--
DANIELLE GREENTreasurer-$0--
MARY DUNCKELSecretary-$0--
ROBERT STACEYDirector-$0--
TED FINESDirector-$0--
STACEY PARRDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary International District 6310
EIN
38-1290775
Phone
9893584931
Address
P O BOX 58, ALPENA, MI 49707

Signing Officer

Name
Danielle Green
Title
Treasurer
Phone
9893584931
Signed
2021-10-25
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 1,707 district dues 2,274 misc 70 installation dinner/party 3,058 rotary intl dues 5,677 weekly meeting expense 1,975 literacy psa 2,460 island lights & grounds 5,483 total 22,704”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 100 rounding 0 -1”

Raw XML Appendix137 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WENDY SERVIA
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOANNE GALLAGHER
CompensationExplanation/CompensationExplanationGrp/PersonNm2CHUCK SHERWIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3DANIELLE GREEN
CompensationExplanation/CompensationExplanationGrp/PersonNm4MARY DUNCKEL
CompensationExplanation/CompensationExplanationGrp/PersonNm5ROBERT STACEY
CompensationExplanation/CompensationExplanationGrp/PersonNm6TED FINES
CompensationExplanation/CompensationExplanationGrp/PersonNm7STACEY PARR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DANIELLE GREEN
IRS990EZ/BooksInCareOfDetail/PhoneNum09893584931
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 9TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALPENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049707
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080881
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069139
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01470
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11841
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086681
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074939
IRS990EZ/FundraisingGrossIncomeAmt01090
IRS990EZ/GamingGrossIncomeAmt010207
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07554
IRS990EZ/GrossReceiptsAmt027218
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt05800
IRS990EZ/LandAndBuildingsGrp/EOYAmt05800
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014451
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074840
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0WENDY SERVIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNE GALLAGHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHUCK SHERWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIELLE GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY DUNCKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT STACEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TED FINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STACEY PARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022704
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE CLUB - PART OF ROTARY INTERNATIONAL
IRS990EZ/PrintingPublicationsPostageAmt0566
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOCAL COMMUNITY PROJECTS - MAINTAIN ISLAND MILL PARK, CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS, LITERACY PROGRAM, BIKE PATH , SPLASH PARK
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/GrantsAndAllocationsAmt07554
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07554
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12460
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08235
IRS990EZ/SpecialEventsNetIncomeLossAmt03062
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt099
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030824
IRS990EZ/TotalProgramServiceExpensesAmt010014
IRS990EZ/TotalRevenueAmt018983
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,707 DISTRICT DUES 2,274 MISC 70 INSTALLATION DINNER/PARTY 3,058 ROTARY INTL DUES 5,677 WEEKLY MEETING EXPENSE 1,975 LITERACY PSA 2,460 ISLAND LIGHTS & GROUNDS 5,483 TOTAL 22,704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 100 ROUNDING 0 -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09893584931
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 6310
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALPENA CLUB CHARTER1099CLUB2828
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0381290775
ReturnHeader/Filer/PhoneNum09893584931
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/PreparationDt02021-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE F WILLIAMS CPA
ReturnHeader/ReturnTs02021-10-29T15:20:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,939
Liabilities
$99
Net assets
$74,840
Revenue
$18,983
Expenses
$30,824
Net income
-$11,841
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
2021Detailed filing. Detailed filing data is available for this year.$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
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. 2021 filings • 501(c)4 • <$500k nonprofits