Civic Intelligence

Rotary International

990EZ • Fiscal year 2014 • EIN 38-1433468

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 21, 2014

PO Box 133Monroe, MI 48161-0133

(734) 242-2950

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

50th percentile

1.5%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-8.3%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$173,657

Up $2,580 (+1.5%) from 2013

Net Assets

Up

$173,657

Up $2,580 (+1.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$52,804

Down $4,776 (-8.3%) from 2013

Expenses

Down

$50,224

Down $166 (-0.3%) from 2013

Net Income

Down

$2,580

Down $4,610 (-64%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$173,657
Liabilities$0
Net Assets$173,657

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$52,804
Expenses$50,224
Net Income$2,580
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 21, 2014
Return Version
2013v3.1
Gross Receipts
$79,718
Mission and Program Overview

Mission

To promote world peace and understanding.

Program Services

DescriptionGrantsExpenses
YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.$5,703$6,203
COMMUNITY SERVICE - VARIOUS CONRTIBUTIONS TO LOCAL COMMUNITY CHARITABLE ORGANIZATIONS, MONROE COUNTY COMMUNITY COLLEGE SCHOLARSHIPS, SANTA BREAKFAST FOR YOUTH, MONROE TOWNSHIP NATURE TRAIL AT PARK.$4,864$5,297
HANDICAP - HOLIDAY CAMP FOR HANDICAP INDIVIDUALS, CHRISTMAS PARTY FOR HANDICAP STUDENTS, STEPPING STONES (HORSEBACK RIDING FOR HANDICAP KIDS).$1,000$2,101
INTERNATIONAL SERVICE - HELP WITH WORLD HEALTH PROJECTS INCLUDING WATER PURIFICATION.$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA HWANGSecretary-$0--
PATTY THOMPSONDirector-$0--
KIM SEARLDirector-$0--
RICH SPENCERDirector-$0--
TOM ALLENPresident El-$0--
WILLIAM SAULPresident No-$0--
DAVID BAGNALLDirector-$0--
EDDIE HARWOODPresident-$0--
DONALD LIETOTreasurer-$0--
RYAN TIMINEYImmediate Pa-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$24,073$24,073$15,045$9,028
Event 2$7,768$7,768$5,971$1,797
Total Events$38,241$38,241$26,914$11,327
Filing and Contact Details

Filer

EIN
38-1433468
Phone
7342422950

Signing Officer

Name
Donald Lieto
Title
Treasurer
Phone
7342422950
Signed
2014-08-21

Preparer

Preparer
Matthew Hehl
Phone
7342417200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conferences/meetings 26,597 website 494 new member supplies 109 rotary international dues 4,844 rotary district dues 1,442 member functions 119 handicap projects 1,101 local service projects 433 local service projects 500 total 35,639

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 Appendix170 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/PersonNm0DONNA HWANG
CompensationExplanation/CompensationExplanationGrp/PersonNm1PATTY THOMPSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2KIM SEARL
CompensationExplanation/CompensationExplanationGrp/PersonNm3RICH SPENCER
CompensationExplanation/CompensationExplanationGrp/PersonNm4TOM ALLEN
CompensationExplanation/CompensationExplanationGrp/PersonNm5WILLIAM SAUL
CompensationExplanation/CompensationExplanationGrp/PersonNm6DAVID BAGNALL
CompensationExplanation/CompensationExplanationGrp/PersonNm7EDDIE HARWOOD
CompensationExplanation/CompensationExplanationGrp/PersonNm8DONALD LIETO
CompensationExplanation/CompensationExplanationGrp/PersonNm9RYAN TIMINEY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10DONALD LIETO
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine20%MONROE BANK & TRUST
IRS990EZ/BooksInCareOfDetail/PhoneNum07342422892
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10102 E FRONT ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode048161
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0171077
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0173657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01333
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02580
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0780
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0171077
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0173657
IRS990EZ/FundraisingGrossIncomeAmt038241
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013567
IRS990EZ/GrossReceiptsAmt079718
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0736
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039408
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0171077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0173657
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0173657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
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/PersonNm0DONNA HWANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATTY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM SEARL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICH SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM SAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID BAGNALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7EDDIE HARWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DONALD LIETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RYAN TIMINEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT NO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9IMMEDIATE PA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035639
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE WORLD PEACE AND UNDERSTANDING.
IRS990EZ/PrintingPublicationsPostageAmt0238
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/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24864
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt35703
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12101
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25297
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36203
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt026914
IRS990EZ/SpecialEventsNetIncomeLossAmt011327
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050224
IRS990EZ/TotalProgramServiceExpensesAmt015601
IRS990EZ/TotalRevenueAmt052804
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY6400.ORG/CLUBS
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038241
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0KOEZE NUT FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SUPER HERO 5K R
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011327
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015045
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt05898
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 26,597 WEBSITE 494 NEW MEMBER SUPPLIES 109 ROTARY INTERNATIONAL DUES 4,844 ROTARY DISTRICT DUES 1,442 MEMBER FUNCTIONS 119 HANDICAP PROJECTS 1,101 LOCAL SERVICE PROJECTS 433 LOCAL SERVICE PROJECTS 500 TOTAL 35,639
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LIETO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07342422950
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROTARY INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20MONROE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0381433468
ReturnHeader/Filer/PhoneNum07342422950
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 133
ReturnHeader/Filer/USAddress/City0MONROE
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode0481610133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381335762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COOLEY HEHL WOHLGAMUTH & CARLTON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101 SOUTH MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode048161
ReturnHeader/PreparerPersonGrp/PhoneNum07342417200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW HEHL
ReturnHeader/ReturnTs02014-09-04T07:54:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings