Civic Intelligence

Rotary International

990EZ • Fiscal year 2017 • EIN 38-1433468

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 31, 2017

Organization ProfileWWW.ROTARY6400.ORG/CLUBS
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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

54th percentile

4.8%

Higher net margin than 54% 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

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

66th percentile

7.0%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$165,710

Up $2,848 (+1.7%) from 2016

Net Assets

Up

$165,710

Up $2,848 (+1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin54th percentile

Revenue

Up

$58,864

Up $3,863 (+7.0%) from 2016

Expenses

Down

$56,016

Down $104 (-0.2%) from 2016

Net Income

Up

$2,848

Up $3,967 (+355%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2017

Assets$165,710
Liabilities$0
Net Assets$165,710
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

2017

Revenue$58,864
Expenses$56,016
Net Income$2,848
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 31, 2017
Return Version
2016v3.0
Gross Receipts
$83,604
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.-$7,206
YOUTH LEADERSHIP/RECREATION -HELP YOUTH IN ROTARY LEADERSHIP.-$3,695
HANDICAP - HOLIDAY CAMP FOR HANDICAP INDIVIDUALS, CHRISTMAS PARTY FOR HANDICAP STUDENTS, STEPPING STONES (HORSEBACK RIDING FOR HANDICAP KIDS).-$3,222
INTERNATIONAL SERVICE - HELP WITH WORLD HEALTH PROJECTS INCLUDING WATER PURIFICATION.-$1,894
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BRUCKPresident El-$0--
RENEE MULLENDOREPresident-$0--
TERRY BEAMSLEYSecretary-$0--
JERENY HOSLERTrustee-$0--
PATTY THOMPSONTrustee-$0--
RICH SPENCERTrustee-$0--
JOSH GIBSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ed Harwood Memo$18,234$18,234$9,728$8,506
Koeze Nut Fundr$15,752$15,752$10,084$5,668
Total Events$42,288$42,288$24,740$17,548
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
Josh Gibson
Title
Treasurer
Phone
7343447331
Signed
2017-08-31

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 29,324 website 551 new member supplies 277 rotary international dues 4,489 rotary district dues 2,720 member functions 1,826 handicap projects 3,222 local service projects 7,206 local service projects 1,894 local service projects 3,695 total 55,204”

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 Appendix144 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/BusinessNameLine1Txt0JOSH GIBSON
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0%VISITING ANGELS
IRS990EZ/BooksInCareOfDetail/PhoneNum07343447331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0105 E FRONT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048161
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0162862
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165710
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06378
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02848
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0162862
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165710
IRS990EZ/FundraisingGrossIncomeAmt042288
IRS990EZ/GrossReceiptsAmt083604
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0576
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034362
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162862
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165710
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162862
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165710
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM BRUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE MULLENDORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY BEAMSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERENY HOSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATTY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSH GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055204
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE WORLD PEACE AND UNDERSTANDING.
IRS990EZ/PrintingPublicationsPostageAmt0212
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/ProgramServiceExpensesAmt01894
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13222
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27206
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33695
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt024740
IRS990EZ/SpecialEventsNetIncomeLossAmt017548
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056016
IRS990EZ/TotalProgramServiceExpensesAmt016017
IRS990EZ/TotalRevenueAmt058864
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARY6400.ORG/CLUBS
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024740
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ED HARWOOD MEMO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0KOEZE NUT FUNDR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042288
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017548
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04928
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024740
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09728
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010084
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 29,324 WEBSITE 551 NEW MEMBER SUPPLIES 277 ROTARY INTERNATIONAL DUES 4,489 ROTARY DISTRICT DUES 2,720 MEMBER FUNCTIONS 1,826 HANDICAP PROJECTS 3,222 LOCAL SERVICE PROJECTS 7,206 LOCAL SERVICE PROJECTS 1,894 LOCAL SERVICE PROJECTS 3,695 TOTAL 55,204
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/PersonNm0JOSH GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07343447331
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-31
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E80C1E0DAD2081FE9713D9010473A20CA7FED978
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId092661CE6B0C1C85E39B6A85407F9CD7996290ACA
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/PreparationDt02017-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW HEHL
ReturnHeader/ReturnTs02017-09-19T13:54:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,710
Liabilities
$0
Net assets
$165,710
Revenue
$58,864
Expenses
$56,016
Net income
$2,848
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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