Civic Intelligence

Rotary International

990EZ • Fiscal year 2015 • EIN 38-1433468

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 07, 2015

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

16th percentile

-18%

Higher net margin than 16% 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

32nd percentile

-5.6%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

55th percentile

2.0%

Faster revenue growth than 55% of similar nonprofits.

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

Assets

Down

$163,981

Down $9,676 (-5.6%) from 2014

Net Assets

Down

$163,981

Down $9,676 (-5.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$53,855

Up $1,051 (+2.0%) from 2014

Expenses

Up

$63,531

Up $13,307 (+26%) from 2014

Net Income

Down

-$9,676

Down $12,256 (-475%) from 2014

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

2015

Assets$163,981
Liabilities$0
Net Assets$163,981

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

2015

Revenue$53,855
Expenses$63,531
Net Income-$9,676
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$75,164
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.-$6,835
YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.-$3,278
HANDICAP - HOLIDAY CAMP FOR HANDICAP INDIVIDUALS, CHRISTMAS PARTY FOR HANDICAP STUDENTS, STEPPING STONES (HORSEBACK RIDING FOR HANDICAP KIDS).-$2,060
INTERNATIONAL SERVICE - HELP WITH WORLD HEALTH PROJECTS INCLUDING WATER PURIFICATION.-$1,246
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA HWANGPresident El-$0--
PATTY THOMPSONDirector-$0--
KIM SEARLDirector-$0--
CHERIE EMERICKDirector-$0--
TOM ALLENPresident-$0--
RENEE MULLENDOREPresident No-$0--
GLORIA RUMANSDirector-$0--
EDDIE HARWOODImmediate Pa-$0--
SERGE BOURGEOISTreasurer-$0--
TERRY BEAMSLEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Koeze Nut Fundr$21,987$21,987$14,442$7,545
Super Hero 5k R$11,046$11,046$6,867$4,179
Total Events$33,033$33,033$21,309$11,724
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
2015-10-07

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 33,003 website 494 new member supplies 1,419 rotary international dues 4,546 rotary district dues 3,108 member functions 4,981 handicap projects 2,060 local service projects 6,835 local service projects 1,246 local service projects 3,278 total 60,970

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 Appendix150 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum07342422950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0102 E FRONT ST
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA HWANG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TERRY BEAMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 33,003 WEBSITE 494 NEW MEMBER SUPPLIES 1,419 ROTARY INTERNATIONAL DUES 4,546 ROTARY DISTRICT DUES 3,108 MEMBER FUNCTIONS 4,981 HANDICAP PROJECTS 2,060 LOCAL SERVICE PROJECTS 6,835 LOCAL SERVICE PROJECTS 1,246 LOCAL SERVICE PROJECTS 3,278 TOTAL 60,970
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/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07342422950
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-07
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONROE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0381433468
ReturnHeader/Filer/PhoneNum07342422950
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381335762
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048161
ReturnHeader/PreparerPersonGrp/PhoneNum07342417200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW HEHL
ReturnHeader/ReturnTs02015-10-20T11:13:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits