Civic Intelligence

Rotary International

EIN 38-1433468 • 501(c)4 • Monroe, MI

Profile

To promote world peace and understanding.

PO Box 133Monroe, MI 48161-0133

www.rotary6400.org/CLUBS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

37th percentile

-4.6%

Higher net margin than 37% of similar nonprofits.

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

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

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

Asset Growth

48th percentile

-2.5%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$126,889

Down $3,210 (-2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$126,889

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin37th percentile

Revenue

Down

$19,792

Down $31,098 (-61%) from 2020

Expenses

Down

$20,712

Down $64,794 (-76%) from 2020

Net Income

Up

-$920

Up $33,696 (+97%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $203,123Liabilities 2011: $51,002Net Assets 2011: $152,1212011Assets 2012: $163,887Liabilities 2012: $0Net Assets 2012: $163,8872012Assets 2013: $171,077Liabilities 2013: $0Net Assets 2013: $171,0772013Assets 2014: $173,657Liabilities 2014: $0Net Assets 2014: $173,6572014Assets 2015: $163,981Liabilities 2015: $0Net Assets 2015: $163,9812015Assets 2016: $162,862Liabilities 2016: $0Net Assets 2016: $162,8622016Assets 2017: $165,710Liabilities 2017: $0Net Assets 2017: $165,7102017Assets 2018: $161,160Liabilities 2018: $02018Assets 2019: $164,607Liabilities 2019: $02019Assets 2020: $130,099Liabilities 2020: $02020Assets 2021: $126,889Liabilities 2021: $0Net Assets 2021: $126,8892021

Highlighted filing

2021

Assets$126,889
Liabilities$0
Net Assets$126,889
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $77,041Expenses 2011: $56,766Net Income 2011: $20,2752011Expenses 2012: $91,1172012Revenue 2013: $57,580Expenses 2013: $50,390Net Income 2013: $7,1902013Revenue 2014: $52,804Expenses 2014: $50,224Net Income 2014: $2,5802014Revenue 2015: $53,855Expenses 2015: $63,531Net Income 2015: -$9,6762015Revenue 2016: $55,001Expenses 2016: $56,120Net Income 2016: -$1,1192016Revenue 2017: $58,864Expenses 2017: $56,016Net Income 2017: $2,8482017Revenue 2018: $59,944Expenses 2018: $64,493Net Income 2018: -$4,5492018Revenue 2019: $59,212Expenses 2019: $55,765Net Income 2019: $3,4472019Revenue 2020: $50,890Expenses 2020: $85,506Net Income 2020: -$34,6162020Revenue 2021: $19,792Expenses 2021: $20,712Net Income 2021: -$9202021

Highlighted filing

2021

Revenue$19,792
Expenses$20,712
Net Income-$920
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$126,889
Liabilities
$0
Net assets
$126,889
Revenue
$19,792
Expenses
$20,712
Net income
-$920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.20$0.21$0.01
2020Summary only. Only limited summary data is available for this year.$1.30$0.00$0.51$0.86$0.35
2019Summary only. Only limited summary data is available for this year.$1.65$0.00$0.59$0.56$0.03
2018Summary only. Only limited summary data is available for this year.$1.61$0.00$0.60$0.64$0.05
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.66$0.00$1.66$0.59$0.56$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.55$0.56$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.54$0.64$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.53$0.50$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$0.58$0.50$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.51$1.52$0.77$0.57$0.20
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 3, 2016
Return Version
2015v2.1
Gross Receipts
$81,921
Mission and Program Overview

Mission

To promote world peace and understanding.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - VARIOUS CONRTIBUTIONS TO LOCAL COMMUNITY CHARITABLE ORGANIZATIONS, MONROE COUNTY COMMUNITY COLLEGE SCHOLARSHIPS, SANTA BREAKFAST FOR YOUTH, MONROE TOWNSHIP NATURE TRAIL AT PARK.-$9,912
YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.-$2,215
INTERNATIONAL SERVICE - HELP WITH WORLD HEALTH PROJECTS INCLUDING WATER PURIFICATION.-$1,500
HANDICAP - HOLIDAY CAMP FOR HANDICAP INDIVIDUALS, CHRISTMAS PARTY FOR HANDICAP STUDENTS, STEPPING STONES (HORSEBACK RIDING FOR HANDICAP KIDS).-$950
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA HWANGPresident-$0--
RENEE MULLENDOREPresident El-$0--
SERGE BOURGEOISTreasurer-$0--
TERRY BEAMSLEYSecretary-$0--
CHERIE EMERICKDirector-$0--
GLORIA RUMANSDirector-$0--
JEREMY HOSLERDirector-$0--
MATT ZISSLERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Koeze Nut Fundr$20,514$20,514$13,314$7,200
Super Hero 5k R$10,592$10,592$6,720$3,872
Total Events$40,136$40,136$26,920$13,216
Filing and Contact Details

Filer

Filer Name
Rotary International
EIN
38-1433468
Phone
7342422950
Address
PO BOX 133, MONROE, MI 48161-0133

Signing Officer

Name
Serge Bourgeois
Title
Treasurer
Phone
7342422950
Signed
2016-10-03

Preparer

Firm
Cooley Hehl Wohlgamuth & Carlton Pllc
Address
1 SOUTH MONROE, MONROE, MI 48161
Preparer
Matthew Hehl
Phone
7342417200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 27,680 website 551 new member supplies 480 rotary international dues 4,951 rotary district dues 2,820 member functions 4,012 handicap projects 950 local service projects 9,912 local service projects 1,500 local service projects 2,215 total 55,071”

Form 990-ez, Part III, Line 30

“Community service - various conrtibutions to local community charitable organizations, monroe county community college scholarships, santa breakfast for youth, monroe township nature trail at park.”

Form 990-ez, Part III, Line 31

“Youth leadership/recreation -help youth in rotary leadership.”

Raw XML Appendix146 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/BusinessName/BusinessNameLine1Txt0SERGE BOURGEOIS
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0%MONROE BANK & TRUST
IRS990EZ/BooksInCareOfDetail/PhoneNum07342422950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 E FRONT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048161
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0163981
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162862
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02410
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1119
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0780
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163981
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162862
IRS990EZ/FundraisingGrossIncomeAmt040136
IRS990EZ/GrossReceiptsAmt081921
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0692
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt038683
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163981
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162862
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163981
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162862
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/PersonNm0DONNA HWANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE MULLENDORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SERGE BOURGEOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRY BEAMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERIE EMERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GLORIA RUMANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEREMY HOSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATT ZISSLER
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/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055071
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE WORLD PEACE AND UNDERSTANDING.
IRS990EZ/PrintingPublicationsPostageAmt0269
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0INTERNATIONAL SERVICE - HELP WITH WORLD HEALTH PROJECTS INCLUDING WATER PURIFICATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HANDICAP - HOLIDAY CAMP FOR HANDICAP INDIVIDUALS, CHRISTMAS PARTY FOR HANDICAP STUDENTS, STEPPING STONES (HORSEBACK RIDING FOR HANDICAP KIDS).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SERVICE - VARIOUS CONRTIBUTIONS TO LOCAL COMMUNITY CHARITABLE ORGANIZATIONS, MONROE COUNTY COMMUNITY COLLEGE SCHOLARSHIPS, SANTA BREAKFAST FOR YOUTH, MONROE TOWNSHIP NATURE TRAIL AT PARK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29912
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32215
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026920
IRS990EZ/SpecialEventsNetIncomeLossAmt013216
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056120
IRS990EZ/TotalProgramServiceExpensesAmt014577
IRS990EZ/TotalRevenueAmt055001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY6400.ORG/CLUBS
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0KOEZE NUT FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SUPER HERO 5K R
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020514
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09030
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040136
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013216
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06886
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013314
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06720
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 27,680 WEBSITE 551 NEW MEMBER SUPPLIES 480 ROTARY INTERNATIONAL DUES 4,951 ROTARY DISTRICT DUES 2,820 MEMBER FUNCTIONS 4,012 HANDICAP PROJECTS 950 LOCAL SERVICE PROJECTS 9,912 LOCAL SERVICE PROJECTS 1,500 LOCAL SERVICE PROJECTS 2,215 TOTAL 55,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY SERVICE - VARIOUS CONRTIBUTIONS TO LOCAL COMMUNITY CHARITABLE ORGANIZATIONS, MONROE COUNTY COMMUNITY COLLEGE SCHOLARSHIPS, SANTA BREAKFAST FOR YOUTH, MONROE TOWNSHIP NATURE TRAIL AT PARK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SERGE BOURGEOIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07342422950
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONROE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0381433468
ReturnHeader/Filer/PhoneNum07342422950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 133
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481610133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381335762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOLEY HEHL WOHLGAMUTH & CARLTON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 SOUTH MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048161
ReturnHeader/PreparerPersonGrp/PhoneNum07342417200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW HEHL
ReturnHeader/ReturnTs02016-10-06T14:05:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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