Civic Intelligence

Rotary International

EIN 38-2554209 • 501(c)4 • Burton, MI

Profile

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace.

PO Box 90011Burton, MI 48509

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

64th percentile

4.4%

Faster asset growth than 64% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$108,955

Up $4,593 (+4.4%) from 2023

Liabilities

Up

$126

Up $126 from 2023

Net Assets

$108,829

No earlier filing loaded for comparison.

Revenue

Down

$20,751

Down $3,503 (-14%) from 2023

Expenses

Down

$25,296

Down $1,664 (-6.2%) from 2023

Net Income

Down

-$4,545

Down $1,839 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $118,469Liabilities 2012: $02012Assets 2013: $117,054Liabilities 2013: $02013Assets 2014: $112,139Liabilities 2014: $02014Assets 2015: $115,737Liabilities 2015: $0Net Assets 2015: $115,7372015Assets 2016: $110,333Liabilities 2016: $206Net Assets 2016: $110,1272016Assets 2017: $121,171Liabilities 2017: $2,420Net Assets 2017: $118,7512017Assets 2018: $128,127Liabilities 2018: $0Net Assets 2018: $128,1272018Assets 2019: $122,541Liabilities 2019: $02019Assets 2020: $97,407Liabilities 2020: $0Net Assets 2020: $97,4072020Assets 2021: $110,742Liabilities 2021: $02021Assets 2022: $104,559Liabilities 2022: $481Net Assets 2022: $104,0782022Assets 2023: $104,362Liabilities 2023: $02023Assets 2024: $108,955Liabilities 2024: $126Net Assets 2024: $108,8292024

Highlighted filing

2024

Assets$108,955
Liabilities$126
Net Assets$108,829

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $96,903Expenses 2012: $104,078Net Income 2012: -$7,1752012Revenue 2013: $141,058Expenses 2013: $142,473Net Income 2013: -$1,4152013Revenue 2014: $142,196Expenses 2014: $147,110Net Income 2014: -$4,9142014Revenue 2015: $158,238Expenses 2015: $154,640Net Income 2015: $3,5982015Revenue 2016: $78,894Expenses 2016: $73,251Net Income 2016: $5,6432016Revenue 2017: $68,585Expenses 2017: $65,944Net Income 2017: $2,6412017Revenue 2018: $60,195Expenses 2018: $48,456Net Income 2018: $11,7392018Revenue 2019: $52,617Expenses 2019: $57,438Net Income 2019: -$4,8212019Revenue 2020: $20,986Expenses 2020: $42,451Net Income 2020: -$21,4652020Revenue 2021: $24,488Expenses 2021: $30,169Net Income 2021: -$5,6812021Revenue 2022: $39,497Expenses 2022: $25,400Net Income 2022: $14,0972022Revenue 2023: $24,254Expenses 2023: $26,960Net Income 2023: -$2,7062023Revenue 2024: $20,751Expenses 2024: $25,296Net Income 2024: -$4,5452024

Highlighted filing

2024

Revenue$20,751
Expenses$25,296
Net Income-$4,545

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.21$0.25$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$0.24$0.27$0.03
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.05$0.00$1.04$0.39$0.25$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$0.24$0.30$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.21$0.42$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$0.53$0.57$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.60$0.48$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.19$0.69$0.66$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.79$0.73$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.58$1.55$0.04
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$1.42$1.47$0.05
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.41$1.42$0.01
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.97$1.04$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$25,693
Mission and Program Overview

Mission

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace.

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE ADVANCEMENT OF GOODWILL AND PEACE THROUGH THE IDEAL OF SERVICE ABOVE SELF. THIS IS DONE LOCALLY AND INTERNATIONALLY THROUGH EVENTS SUCH AS PROJECT HEATS ON, SENIOR HARVEST BALL, AND THE CHILDREN'S BIKE GIVE-AWAY.-$20,836
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF ALLENPresident-$0--
STEVEN TREECESecretary-$0--
JASON WILSONTreasurer-$0--
JOE SIMPSONDirector-$0--
KIRK WILKINSONDirector-$0--
CURT LALONDEDirector-$0--
JON RAGNONEDirector-$0--
MARILYN COSTIGANDirector-$0--
TIM LOOKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Burton
EIN
38-2554209
Address
PO BOX 90011, BURTON, MI 48509

Signing Officer

Name
Steven Treece
Title
Secretary
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Yeo & Yeo Pc
Address
4468 OAK BRIDGE DR, FLINT, MI 48532-5422
Preparer
Rebecca Millsap
Phone
8107323000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses bank and cc fees 357 facilities and other 2,778 meeting expenses 1,705 membership dues-district 1,030 membership dues-ri 1,628 membership meals 8,922 miscellaneous 1,032 support/donation 6,478 website 359 total 24,289

Form 990-ez, Part I, Line 20

UNREALIZED GAIN 9,011

Form 990-ez, Part II, Line 24

Accounts receivable 45 0 total 45 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 126

Form 990-ez, Part III

To provide service to others, promote integrity, and advance world understanding, goodwill, and peace.

Form 990-ez, Part III, Line 28

To promote the advancement of goodwill and peace through the ideal of service above self. This is done locally and internationally through events such as project heats on, senior harvest ball, and the children's bike give-away.

Raw XML Appendix134 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/BusinessNameLine1Txt0YEO & YEO PC
IRS990EZ/BooksInCareOfDetail/PhoneNum08107323000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04468 OAK BRIDGE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048532
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0104318
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108955
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013925
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4545
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0865
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104363
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108955
IRS990EZ/FundraisingGrossIncomeAmt07340
IRS990EZ/GrossReceiptsAmt025693
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02956
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104363
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104363
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108829
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/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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/PersonNm0JEFF ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN TREECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIRK WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CURT LALONDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JON RAGNONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARILYN COSTIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIM LOOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt045
IRS990EZ/OtherChangesInNetAssetsAmt09011
IRS990EZ/OtherExpensesTotalAmt024289
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE.
IRS990EZ/PrintingPublicationsPostageAmt0142
IRS990EZ/ProgramServiceRevenueAmt01472
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE ADVANCEMENT OF GOODWILL AND PEACE THROUGH THE IDEAL OF SERVICE ABOVE SELF. THIS IS DONE LOCALLY AND INTERNATIONALLY THROUGH EVENTS SUCH AS PROJECT HEATS ON, SENIOR HARVEST BALL, AND THE CHILDREN'S BIKE GIVE-AWAY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020836
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt04942
IRS990EZ/SpecialEventsNetIncomeLossAmt02398
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0126
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025296
IRS990EZ/TotalProgramServiceExpensesAmt020836
IRS990EZ/TotalRevenueAmt020751
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK AND CC FEES 357 FACILITIES AND OTHER 2,778 MEETING EXPENSES 1,705 MEMBERSHIP DUES-DISTRICT 1,030 MEMBERSHIP DUES-RI 1,628 MEMBERSHIP MEALS 8,922 MISCELLANEOUS 1,032 SUPPORT/DONATION 6,478 WEBSITE 359 TOTAL 24,289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN 9,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 45 0 TOTAL 45 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROMOTE THE ADVANCEMENT OF GOODWILL AND PEACE THROUGH THE IDEAL OF SERVICE ABOVE SELF. THIS IS DONE LOCALLY AND INTERNATIONALLY THROUGH EVENTS SUCH AS PROJECT HEATS ON, SENIOR HARVEST BALL, AND THE CHILDREN'S BIKE GIVE-AWAY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN TREECE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF BURTON
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0382554209
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 90011
ReturnHeader/Filer/USAddress/CityNm0BURTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048509
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382706146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YEO & YEO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04468 OAK BRIDGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0485325422
ReturnHeader/PreparerPersonGrp/PhoneNum08107323000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA MILLSAP
ReturnHeader/ReturnTs02025-05-09T14:32:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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